Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Small-Cap Growth I in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROOM & BOARD, INC. ROOM & BOARD 401(K) PLAN | MINNEAPOLIS MN | 1,051 | $157.2M | $5.6M |
| 2 | LUMIN8 TRANSPORTATION TECHNOLOGIES, LLC LUMIN8 TRANSPORTATION TECHNOLOGIES, LLC 401(K) PLAN | ARVADA CO | 358 | $19.6M | $95K |
| 3 | BROOKWOOD FARMS, INC. BROOKWOOD FARMS, INC. 401(K) PROFIT SHARING PLAN |
SILER CITY NC |
| 150 |
| $4.4M |
| $71K |
| 4 | HUNTINGDON COLLEGE HUNTINGDON COLLEGE RETIREMENT ANNUITY PLAN TIAA-CREF | MONTGOMERY AL | 267 | $33.5M | $1K |
