Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds, Inc. Small Cap Growth I Fund in their Schedule of Assets, totaling $7.6M 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 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 401(K) SAVINGS PLAN | NEWPORT NEWS VA | 8,159 | $314.0M | $7.6M |
