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 Global Investors Capital Appreciation Separate Account in their Schedule of Assets, totaling $865K 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 | THE SYSTEMS GROUP THE SYSTEMS GROUP 401K AND PROFIT SHARING PLAN | EL DORADO AR | 635 | $21.4M | $434K |
| 2 | KG INVESTMENT MANAGEMENT, LLC KG INVESTMENT MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | BELLEVUE WA | 122 | $14.4M | $431K |
