Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Small Cap Fund Mutual fund in their Schedule of Assets, totaling $481K 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 | THE PORTLAND GROUP THE PORTLAND GROUP SAVINGS AND RETIREMENT PLAN | FRAMINGHAM MA | 274 | $28.6M | $191K |
| 2 | KATEEVA, INC KATEEVA RETIREMENT PLAN | NEWARK CA | 70 | $17.9M | $129K |
| 3 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL 403(B) PLAN |
ORLANDO FL |
| 378 |
| $36.4M |
| $98K |
| 4 | HACKERONE INC. HACKERONE INC. RETIREMENT TRUST | SAN FRANCISCO CA | 272 | $19.3M | $36K |
| 5 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL, INC. | ORLANDO FL | 329 | $28.5M | $27K |
