Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal Small Cap Grw I R5 in their Schedule of Assets, totaling $67K 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 | YELLOWSTONE FOREVER YELLOWSTONE FOREVER 401(K) RETIREMENT PLAN | BOZEMAN MT | 52 | $6.0M | $43K |
| 2 | CATALYST INC. CATALYST INC. 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 76 | $23.9M | $23K |
