Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Capital Appreciation R3 Fund in their Schedule of Assets, totaling $25K 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 | STARR RESTAURANT ORGANIZATION, L.P. STARR RESTAURANTS 401(K) PLAN | PHILADELPHIA PA | 4,947 | $3.5M | $25K |
