Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Small Cap Growth Fund I Institutional Class in their Schedule of Assets, totaling $1.7M 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 | JOHNSON SCREENS, INC. JOHNSON SCREENS, INC. 401(K) SAVINGS PLAN | NEW BRIGHTON MN | 415 | $34.1M | $925K |
| 2 | BIG GAIN, INC. BIG GAIN, INC. 401(K) PROFIT SHARING PLAN | MANKATO MN | 173 | $27.0M | $756K |