Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Life Insurance Company Small-cap Growth I Separate Account in their Schedule of Assets, totaling $1.7M 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 | LEON MANAGEMENT INTERNATIONAL, LLC LEON MANAGEMENT INTERNATIONAL, LLC 401(K) PLAN | DORAL FL | 2,697 | $121.3M | $470K |
| 2 | THE WITTERN GROUP THE WITTERN GROUP NON-BARGAINING 401(K) PLAN | CLIVE IA | 197 | $20.9M | $275K |
| 3 | CARIBOU MEDICAL CENTER PLAN CARIBOU MEDICAL CENTER EMPLOYEE RETIREMENT PLAN |
SODA SPRINGS ID |
| 220 |
| $14.3M |
| $268K |
| 4 | JEFFREY CHAIN, L.P. JEFFREY CHAIN, L.P. 401(K) RETIREMENT SAVINGS PLAN | MORRISTOWN TN | 215 | $12.2M | $246K |
| 5 | CONCOURSE HOTEL INC HOTEL EMPLOYEES RETIREMENT SAVINGS PLAN | MINNETONKA MN | 541 | $13.5M | $217K |
| 6 | JAY INDUSTRIAL REPAIR, INC. JAY INDUSTRIAL REPAIR, INC. EMPLOYEE SAVINGS RETIREMENT PLAN | BIRMINGHAM AL | 264 | $13.3M | $132K |
| 7 | BAKE FRESH NORTH AMERICA, LLC BAKE FRESH NORTH AMERICA, LLC 401(K) PLAN | CHESAPEAKE VA | 462 | $9.4M | $43K |
| 8 | LMI 2.0, LLC LMI 2.0, LLC 401(K) PLAN | DORAL FL | 126 | $8.4M | $24K |
