Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Life Insurance Company Principal Capital Appreciation in their Schedule of Assets, totaling $1.8M 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 | STREAM REALTY PARTNERS STREAM REALTY PARTNERS 401(K) SAVINGS PLAN | DALLAS TX | 1,471 | $97.1M | $811K |
| 2 | STREAM REALTY PARTNERS STREAM REALTY PARTNERS 401(K) SAVINGS PLAN | DALLAS TX | 1,316 | $73.2M | $598K |
| 3 | YETTER MANUFACTURING COMPANY YETTER MANUFACTURING COMPANY PROFIT SHARING AND RETIREMENT PLAN |
COLCHESTER IL |
| 106 |
| $9.3M |
| $265K |
| 4 | FLOE INTERNATIONAL, INC. FLOE INTERNATIONAL, INC. 401(K) PLAN | MCGREGOR MN | 129 | $5.1M | $147K |
