Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Life Insurance Co. Capital Appreciation Separate Acct. in their Schedule of Assets, totaling $507K 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 | CONCENTRIC ROCKFORD INC. CONCENTRIC ROCKFORD INC. EMPLOYEES' 401(K) SAVINGS PLAN | ROCKFORD IL | 171 | $18.1M | $507K |
