Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Small Cap Growth Fund in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $2.5M |
| 2 | HANCHETT PAPER COMPANY SHORR PACKAGING CORP. EMPLOYEES PROFIT SHARING & 401K PLAN | AURORA IL | 575 | $66.7M | $502K |
| 3 | INDIANA BEVERAGE, INC. |
VALPARAISO IN |
| 267 |
| $41.9M |
| $454K |
| 4 | COSTAFF SERVICES, LLC COSTAFF 401(K) PLAN | ROYAL OAK MI | 1,768 | $65.6M | $417K |
| 5 | QHCCS, LLC QUORUM HEALTH BARSTOW COMMUNITY HOSPITAL STANDARD 401(K) PLAN | BRENTWOOD TN | 95 | $5.2M | $34K |
| 6 | HANK GRAFF CHEVROLET, INC. HANK GRAFF CHEVROLET 401(K) PLAN & TRUST | DAVISON MI | 104 | $15.9M | $16K |
