Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Inc LargeCap Growth I R5 Fund+ in their Schedule of Assets, totaling $3.9M 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 | BOU BANCORP, INC. BOU BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS | OGDEN UT | 385 | $75.1M | $3.9M |
