Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Life Insurance Company Small-Cap Growth I SA-R6 in their Schedule of Assets, totaling $334K 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 | EMPIRE COMFORT SYSTEMS, INC. EMPIRE COMFORT SYSTEMS, INC. SAVINGS INCENTIVE & PROFIT SHARING (SIPS) PLAN | BELLEVILLE IL | 183 | $12.4M | $264K |
| 2 | STAFFORD-SMITH INC STAFFORD-SMITH, INC. RETIREMENT AND SALARY DEFERRAL PLAN | KALAMAZOO MI | 310 | $13.4M | $70K |
