Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal SmallCap Growth Fund I in their Schedule of Assets, totaling $311K 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 | U.S. TOBACCO COOPERATIVE INC. U.S. TOBACCO COOPERATIVE 401(K) PLAN | RALEIGH NC | 271 | $23.3M | $216K |
| 2 | PIEDMONT COMMUNITY HEALTH PLAN, INC. PIEDMONT COMMUNITY HEALTH PLAN, INC. MATCHING TAX DEFERRED SAVINGS PLAN | LYNCHBURG VA | 170 | $9.3M | $84K |
| 3 | MADISON LOGIC, INC. |
NEW YORK NY |
| 179 |
| $14.4M |
| $10K |