Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Small Cap Growth Fund I R6 in their Schedule of Assets, totaling $992K 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 | NEW PEOPLES BANK, INC. NEW PEOPLES BANK, INC. 401(K) PLAN | HONAKER VA | 185 | $16.1M | $375K |
| 2 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $259K |
| 3 | KANE REALTY CORPORATION KANE REALTY CORPORATION 401(K) PROFIT SHARING PLAN |
RALEIGH NC |
| 295 |
| $13.8M |
| $165K |
| 4 | LABORATORY TESTING INC. LABORATORY TESTING INC. RETIREMENT PLAN | HATFIELD PA | 207 | $16.4M | $122K |
| 5 | MEDICAL MANUFACTURING TECHNOLOGIES MMT 401(K) PLAN | CHARLOTTE NC | 223 | $13.2M | $57K |
| 6 | UNIVERSITY OF THE OZARKS UNIVERSITY OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN | CLARKSVILLE AR | 335 | $25.1M | $10K |
| 7 | TRINITY WASHINGTON UNIVERSITY TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN | WASHINGTON DC | 167 | $34.5M | $3K |
