Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Life Insurance Company Principal Capital Appreciation Separate Account 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 | MGA RESEARCH CORPORATION MGA RESEARCH CORPORATION 401(K) RETIREMENT PLAN | AKRON NY | 159 | $41.4M | $2.7M |
| 2 | HEBCO, INC. HEBCO, INC. RETIREMENT PLAN | OKLAHOMA CITY OK | 128 | $13.8M | $900K |
| 3 | CITIZENS MEDICAL CENTER, INC. CITIZENS MEDICAL CENTER, INC. 401(K) AND PENSION TRUST |
COLBY KS |
| 412 |
| $32.9M |
| $420K |
| 4 | MAPAL INC. MAPAL INC. OFFICE 401(K) PLAN | PORT HURON MI | 119 | $17.0M | $406K |
| 5 | IOWA BEVERAGE SYSTEMS, INC. IOWA BEVERAGE SYSTEMS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | DES MOINES IA | 295 | $21.3M | $296K |
| 6 | GOODWILL INDUSTRIES OF NE IOWA, INC. GOODWILL INDUSTRIES OF NE IOWA, INC. 401(K) PROFIT SHARING PLAN | WATERLOO IA | 327 | $7.2M | $105K |
| 7 | JT LOGISTICS SOLUTIONS, LLC JT LOGISTICS 401(K) RETIREMENT PLAN | DES MOINES IA | 319 | $4.3M | $14K |
| 8 | AA HEALTHCARE MANAGEMENT LLC AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN | SKOKIE IL | 1,184 | $5.4M | $5K |
