Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Principal Small-Cap Growth Fund in their Schedule of Assets, totaling $15.4M 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 | BLACKBAUD, INC. BLACKBAUD RETIREMENT SAVINGS PLAN | CHARLESTON SC | 2,441 | $536.9M | $4.7M |
| 2 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $2.5M |
| 3 | SEG INC. SPRING EDUCATION GROUP 401(K) RETIREMENT PLAN |
WEST CHESTER PA |
| 6,418 |
| $217.0M |
| $2.2M |
| 4 | SHERRILL FURNITURE COMPANY SHERRILL SAVINGS AND PROFIT SHARING PLAN | HICKORY NC | 819 | $46.6M | $1.6M |
| 5 | PIONEER INDUSTRIES INTERNATIONAL, INC. PIONEER INDUSTRIES INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW BRIGHTON MN | 154 | $18.8M | $1.2M |
| 6 | HANCHETT PAPER COMPANY SHORR PACKAGING CORP. EMPLOYEES PROFIT SHARING & 401K PLAN | AURORA IL | 575 | $66.7M | $502K |
| 7 | INDIANA BEVERAGE, INC. INDIANA BEVERAGE, INC. 401(K) PROFIT SHARING PLAN | VALPARAISO IN | 267 | $41.9M | $454K |
| 8 | COSTAFF SERVICES, LLC COSTAFF 401(K) PLAN | ROYAL OAK MI | 1,768 | $65.6M | $417K |
| 9 | CRACKER BARREL OLD COUNTRY STORE, INC. CRACKER BARREL OLD COUNTRY STORE, INC. AND AFFILIATES EMPLOYEE SAVINGS PLAN | LEBANON TN | 55,974 | $225.3M | $411K |
| 10 | K-VA-T-FOOD STORES, INC. K-VA-T 401(K) PLAN | ABINGDON VA | 14,576 | $191.3M | $387K |
