Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Global Investors Capital Appreciation Fund in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KURIYAMA OF AMERICA KURIYAMA OF AMERICA EMPLOYEES RETIREMENT PLAN | SCHAUMBURG IL | 369 | $34.4M | $1.2M |
| 2 | GIVENS ESTATES, INC. GIVENS 403(B) MATCHING RETIREMENT PLAN | ASHEVILLE NC | 685 | $21.2M | $114K |
