Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Small-Cap Fund Institutional Class Mutual Funds in their Schedule of Assets, totaling $162K 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 | HOSPITAL AND HEALTHSYSTEM ASSOC. OF PENNSYLVANIA THE HAP 401(K) PLAN | HARRISBURG PA | 69 | $28.3M | $120K |
| 2 | THE MCEVOY GROUP THE MCEVOY GROUP RETIREMENT PLAN | SAN FRANCISCO CA | 246 | $47.0M | $42K |
