Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Insurance Company Principal Smallcap Growth I Separate Account-Z in their Schedule of Assets, totaling $993K 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 | SDG MGMT COMPANY, LLC SDG MGMT COMPANY, LLC 401(K) PLAN | NEW YORK NY | 1,971 | $76.6M | $616K |
| 2 | TERRA HOLDINGS DBA BHS HOLDINGS, LLC TERRA HOLDINGS 401(K) PLAN | NEW YORK NY | 429 | $64.8M | $347K |
| 3 | IRON ARCH TECHNOLOGY, LLC IRON ARCH TECHNOLOGY, LLC 401(K) PLAN |
ARLINGTON VA |
| 112 |
| $5.9M |
| $30K |
