Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Prin SmCap Growth I Sep Acct-Z in their Schedule of Assets, totaling $66.3M 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 | SEACOR PAYROLL MANAGEMENT LLC SEACOR SAVINGS PLAN | DANIA BEACH FL | 170 | $62.1M | $7.9M |
| 2 | HOAR HOLDINGS, LLC HOAR HOLDINGS, LLC 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 870 | $128.1M | $6.6M |
| 3 | MI-T-M CORPORATION MI-T-M CORPORATION 401(K) PLAN |
PEOSTA IA |
| 324 |
| $31.7M |
| $4.9M |
| 4 | MUNICIPAL SECURITIES RULEMAKING BOARD MSRB 401(K) RETIREMENT PLAN | WASHINGTON DC | 133 | $53.2M | $4.6M |
| 5 | QHR HEALTH, LLC DBA OVATION HEALTHCARE OVATION HEALTHCARE RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 1,121 | $37.2M | $4.3M |
| 6 | EGLIN FEDERAL CREDIT UNION EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FT WALTON BEACH FL | 393 | $28.7M | $4.0M |
| 7 | VALLOUREC STAR, LP PENSION PLAN FOR SALARIED AND PRODUCTION EMPLOYEES OF VALLOUREC STAR, LP | HOUSTON TX | 150 | $51.7M | $3.6M |
| 8 | AVOQ LLC AVOQ RETIREMENT PLAN | WASHINGTON DC | 211 | $23.9M | $2.7M |
| 9 | VAN DIEST SUPPLY CO VAN DIEST SUPPLY CO 401(K) RETIREMENT PLAN | WEBSTER CITY IA | 532 | $54.0M | $2.4M |
| 10 | ONE STEP UP, LTD ONE STEP UP, LTD 401(K) PLAN | NEW YORK NY | 173 | $28.9M | $2.3M |
