Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal-Sm/Cap Gr I-R6 in their Schedule of Assets, totaling $1.1M 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 | BOARD OF TRUSTEES OF TEAMSTERS UNION LOCAL NO.142 ANNUITY FUND TEAMSTERS UNION LOCAL NO. 142 ANNUITY FUND | GARY IN | 1,330 | $55.2M | $641K |
| 2 | WEIGEL BROADCASTING CO. WEIGEL BROADCASTING CO. EMPLOYEES PROFIT SHARING AND 401K PLAN AND TRUST | CHICAGO IL | 518 | $53.7M | $451K |