Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Life Insurance Company** Capital Appreciation in their Schedule of Assets, totaling $5.1M 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 | BOARD OF TRUSTEES OF THE PLUMBERS & STEAMFITTERS LOC 42 RETIREMENT PLN PLUMBERS AND STEAMFITTERS LOCAL NO 42 RETIREMENT PLAN | NORWALK OH | 558 | $26.7M | $2.4M |
| 2 | TEXTILE MANAGEMENT ASSOCIATES, INC. TEXTILE MANAGEMENT ASSOCIATES, INC. 401(K) PLAN | DALTON GA | 1,538 | $36.7M | $1.4M |
| 3 | WITTENBACH BUSINESS SYSTEMS, LLC |
SPARKS MD |
| 333 |
| $28.1M |
| $695K |
| 4 | PILATUS BUSINESS AIRCRAFT, LTD PILATUS BUSINESS AIRCRAFT, LTD 401(K) PLAN | BROOMFIELD CO | 354 | $31.4M | $552K |
| 5 | THE CYPRESS OF CHARLOTTE CLUB, INC. THE CYPRESS OF CHARLOTTE CLUB, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 239 | $3.7M | $94K |
