Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Prin/Multi Sm Cap CIT N in their Schedule of Assets, totaling $8.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAKOTA SUPPLY GROUP, INC. DAKOTA SUPPLY GROUP, INC. 401(K) PLAN | PLYMOUTH MN | 1,035 | $77.6M | $3.1M |
| 2 | PENSKE RACING SOUTH, INC. PERFORMANCE GROUP 401(K) RETIREMENT SAVINGS PLAN | MOORESVILLE NC | 439 | $82.0M | $3.0M |
| 3 | SMC, LTD. SMC RETIREMENT PLAN |
SOMERSET WI |
| 1,447 |
| $78.9M |
| $1.6M |
| 4 | ANCIRA ENTERPRISES ANCIRA ENTERPRISES EMPLOYEE SAVINGS PLAN | SAN ANTONIO TX | 640 | $57.2M | $1.2M |