Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Principal Smallcap R-6 in their Schedule of Assets, totaling $1.7M 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 | TAKASAGO INTERNATIONAL CORP. (USA) TAKASAGO INTERNATIONAL CORP. (USA) 401(K) PLAN | ROCKLEIGH NJ | 471 | $119.1M | $787K |
| 2 | BOWERY RESIDENTS' COMMITTEE, INC. BRC 403(B) PLAN | NEW YORK NY | 425 | $33.5M | $618K |
| 3 | ROBIN HOOD FOUNDATION ROBIN HOOD 403(B) EMPLOYEE DEFERRAL PLAN |
NEW YORK NY |
| 110 |
| $23.3M |
| $259K |
| 4 | PLASTIC COMPONENTS, INC. (PCI) PCI 401(K) PLAN | GERMANTOWN WI | 188 | $9.2M | $54K |
| 5 | ROBIN HOOD FOUNDATION ROBIN HOOD 401(A) EMPLOYER CONTRIBUTION PLAN | NEW YORK NY | 109 | $25.3M | $25K |