Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Small Cap Fund " in their Schedule of Assets, totaling $3.2M 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 | OMNETICS CONNECTOR CORPORATION OMNETICS CONNECTOR CORP. 401(K) PS PLAN | MINNEAPOLIS MN | 399 | $51.7M | $1.6M |
| 2 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $599K |
| 3 | INSTITUTE FOR ADVANCED STUDY |
PRINCETON NJ |
| 154 |
| $68.8M |
| $496K |
| 4 | K.T.G. (USA) LP K.T.G., USA SALARY EMPLOYEES 401(K) PLAN | MEMPHIS TN | 120 | $21.9M | $123K |
| 5 | P1 DENTAL MSO LLC P1 RETIREMENT PLAN | INDIANAPOLIS IN | 553 | $20.9M | $122K |
| 6 | UNI-CAST UNI-CAST, LLC 401(K) PLAN | LONDONDERRY NH | 198 | $11.9M | $94K |
| 7 | ASSOCIATED STEEL GROUP, LLC ASSOCIATED STEEL GROUP, LLC 401(K) PLAN | OKLAHOMA CITY OK | 767 | $18.4M | $71K |
| 8 | ENVIRONMENTAL COMPLIANCE CONSULTANTS, INC. ECC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 91 | $6.9M | $30K |
