Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Funds Principal Small-Cap Growth Fund in their Schedule of Assets, totaling $1.1M 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 | SIBELCO NORTH AMERICA, INC. SIBELCO NORTH AMERICA RETIRMENT SAVINGS PLAN | CHAROLETTE NC | 383 | $45.4M | $529K |
| 2 | INTERNATIONAL AUTOS, INC. INTERNATIONAL AUTOS GROUP 401(K) PLAN | WEST ALLIS WI | 673 | $14.4M | $315K |
| 3 | PACIFIC MANAGEMENT, INC. REALTY MANAGEMENT AND ADVISORS EMPLOYEE RETIREMENT |
RIVER FOREST IL |
| 189 |
| $17.9M |
| $251K |
| 4 | LIBERTYVILLE CHEVROLET, INC. HAPPY AUTOMOTIVE 401(K) PLAN | GLENDALE HEIGHTS IL | 205 | $4.8M | $40K |