Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Life Insurance Company Small-Cap Growth I Separate Class Z Fund in their Schedule of Assets, totaling $354K 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 | ELDER-JONES, INC. ELDER-JONES, INC. 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 82 | $12.4M | $354K |
