Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal SmallCap Fund Institutional Class in their Schedule of Assets, totaling $468K 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 | SUPERIOR GRAPHITE COMPANY SUPERIOR GRAPHITE CO. EMPLOYEE'S SAVINGS PLAN | CHICAGO IL | 133 | $37.1M | $305K |
| 2 | MCCOLLISTER'S TRANSPORTATION SYSTEMS INC MCCOLLISTER'S TRANSPORTATION SYSTEMS, INC. 401(K) SAVINGS PLAN | BURLINGTON NJ | 413 | $29.4M | $86K |
| 3 | LEOPARDO COMPANIES, INC. |
HOFFMAN ESTATES IL |
| 364 |
| $51.6M |
| $78K |
