Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal funds PIF SMALL CAP R6 in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PORSCHE BUSINESS SERVICES, INC. PORSCHE EMPLOYEE SAVINGS PLAN AND TRUST | ATLANTA GA | 1,063 | $230.9M | $2.9M |
| 2 | INCHARGE INSTITUTE OF AMERICA, INC INCHARGE INSTITUTE 401(K) PLAN AND TRUST | ORLANDO FL | 117 | $10.3M | $45K |
| 3 | PROTEGRITY USA, INC. PROTEGRITY USA, INC. RETIREMENT PLAN |
STAMFORD CT |
| 119 |
| $7.9M |
| $6K |
| 4 | INCHARGE EDUCATION FOUNDATION, INC. INCHARGE 401(K) RETIREMENT PLAN | ORLANDO FL | 117 | $12.1M | $2K |
