Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal Smallcap R5 Fund in their Schedule of Assets, totaling $314K 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 | GALE ASSOCIATES, INC. GALE ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | ROCKLAND MA | 109 | $19.1M | $126K |
| 2 | GOODWILL INDUSTRIES OF GREATER GRAND RAPIDS, INC. GOODWILL INDUSTRIES 401(K) & PROFIT SHARING PLAN | GRANDVILLE MI | 705 | $8.4M | $103K |
| 3 | MILLICOM INTERNATIONAL SERVICES, LLC |
FLORIDA FL |
| 81 |
| $21.8M |
| $86K |
