Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Principal Capital Appreciation Separate Account N/R in their Schedule of Assets, totaling $160K 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 PHIA GROUP, LLC THE PHIA GROUP, LLC 401(K) PLAN | CANTON MA | 208 | $12.6M | $160K |
