Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Principal Small Cap Fund in their Schedule of Assets, totaling $205K 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 | PRINCE INDUSTRIES LLC PRINCE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | CAROL STREAM IL | 350 | $19.8M | $110K |
| 2 | LATCHA & ASSOCIATES, L.L.C. LATCHA & ASSOCIATES 401(K) RETIREMENT PLAN | FARMINGTON HILLS MI | 154 | $16.2M | $41K |
| 3 | POPSOCKETS LLC POPSOCKETS LLC 401(K) PLAN |
BOULDER CO |
| 87 |
| $14.0M |
| $39K |
| 4 | VENTAHOOD, LTD VENTAHOOD, LTD RETIREMENT 401(K) PLAN & TRUST | RICHARDSON TX | 110 | $10.0M | $8K |
| 5 | JRC INTEGRATED SYSTEMS, LLC JRC 401(K) PLAN | WASHINGTON DC | 175 | $30.0M | $7K |
