Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Insurance Company Capital Appreciation Sep Acct. in their Schedule of Assets, totaling $4.9M 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 | BPG AMERICAS INC. BURKE PORTER GROUP RETIREMENT AND SAVINGS PLAN | SHELBY TOWNSHIP MI | 1,016 | $108.4M | $2.8M |
| 2 | GHILOTTI CONSTRUCTION COMPANY INC GHILOTTI CONSTRUCTION COMPANY INC SAVINGS PLAN | SANTA ROSA CA | 107 | $37.4M | $1.6M |
| 3 | KEENAN, HOPKINS, SUDER AND STOWELL CONTRACTORS, INC. |
ANAHEIM CA |
| 89 |
| $13.6M |
| $450K |
