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 R6 # 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 | ATHLETICO, LTD. ATHLETICO, LTD. EMPLOYEES PROFIT SHARING PLAN | OAK BROOK IL | 9,048 | $410.3M | $1.5M |
| 2 | OX PAPER TUBE & CORE, LLC OX INDUSTRIES 401(K) PLAN | HANOVER PA | 521 | $26.4M | $220K |