Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Principal Small Cap Growth Fund Mutual fund - in their Schedule of Assets, totaling $5.3M 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 | ERNEST HEALTH, INC. ERNEST HEALTH INC. 401(K) RETIREMENT PLAN | MESQUITE TX | 5,404 | $123.3M | $1.4M |
| 2 | MORMAC MARINE GROUP, INC. MORMAC MARINE GROUP, INC. SAVINGS AND RETIREMENT PLAN | CLEVELAND OH | 753 | $34.5M | $742K |
| 3 | THE INTERLAKE STEAMSHIP COMPANY INC. |
MIDDLEBURG HEIGHTS OH |
| 162 |
| $27.2M |
| $725K |
| 4 | ROYAL CUP, INC. ROYAL CUP, INC. 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 552 | $46.9M | $577K |
| 5 | DAXKO, LLC DAXKO, LLC 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 579 | $42.6M | $451K |
| 6 | THE TEACHING COMPANY, LLC THE TEACHING COMPANY 401(K) PLAN | CHANTILLY VA | 163 | $37.2M | $411K |
| 7 | OAKWOOD SCHOOL OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 220 | $63.2M | $199K |
| 8 | CLAFLIN SERVICE COMPANY CME CORP 401(K) PLAN | WARWICK RI | 289 | $28.8M | $193K |
| 9 | UTICA MUTUAL INSURANCE COMPANY UTICA MUTUAL INSURANCE COMPANY EMPLOYEE PROFIT SHARING AND INVESTMENT PLAN | NEW HARTFORD NY | 1,390 | $347.8M | $176K |
| 10 | ARROW CHILD & FAMILY MINISTRIES SECTION 403(B) RETIREMENT PLAN FOR ARROW CHILD & FAMILY MINISTRIES | SPRING TX | 787 | $7.3M | $153K |
