Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Small Cap Growth Fund I Mutual fund in their Schedule of Assets, totaling $312K 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 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL 403(B) PLAN | ORLANDO FL | 378 | $36.4M | $159K |
| 2 | THE BROUSSARD GROUP TBG PARTNERS 401(K) PLAN | AUSTIN TX | 124 | $7.7M | $123K |
| 3 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL, INC. |
ORLANDO FL |
| 329 |
| $28.5M |
| $30K |
