Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Life Insurance Company Principal Capital Appreciation Separate Account-Z in their Schedule of Assets, totaling $1.9M 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 | PYROTEK INCORPORATED PYROTEK, INC. 401(K) AND PROFIT SHARING PLAN | SPOKANE WA | 639 | $105.2M | $1.0M |
| 2 | LAKESIDE BANK LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN | PARK RIDGE IL | 175 | $26.6M | $930K |
