Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Principal Smallcap Growth Fund in their Schedule of Assets, totaling $30K 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 | ED NAPLETON OAK LAWN IMPORTS, INC. WAYZATA MINNESOTA FIXED OPERATIONS 401(K) PLAN | OAKBROOK TERRACE IL | 106 | $5.1M | $16K |
| 2 | OPTECH, LLC OPTECH LLC 401(K) PROFIT SHARING PLAN AND TRUST | TROY MI | 416 | $8.0M | $13K |
