Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Small-Cap Growth I Inst in their Schedule of Assets, totaling $3.8M 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 | SCIENCE SYSTEMS AND APPLICATIONS, INC. SCIENCE SYSTEMS AND APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 692 | $228.2M | $2.3M |
| 2 | JOHNSON & JOHNSON, INC. JOHNSON & JOHNSON, INC. PROFIT SHARING PLAN | MT. PLEASANT SC | 601 | $55.0M | $846K |
| 3 | VIEWPOINT EDUCATIONAL FOUNDATION |
CALABASAS CA |
| 278 |
| $75.1M |
| $649K |
| 4 | SAINT ELIZABETH COMMUNITY SAINT ELIZABETH COMMUNITY 403(B) RETIREMENT PLAN | WARWICK RI | 499 | $15.5M | $2K |