Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Small Cap Growth I R6 Fund Mutual fund in their Schedule of Assets, totaling $4.6M 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 | BOULDER COMMUNITY HEALTH BOULDER COMMUNITY HEALTH 403(B) PLAN | BOULDER CO | 2,063 | $244.1M | $3.6M |
| 2 | WHITTIER COLLEGE WHITTIER COLLEGE 403(B) PLAN | WHITTIER CA | 399 | $145.2M | $756K |
| 3 | GREENE GROUP, INC. THE GREENE GROUP, INC. 401(K) SAVINGS PLAN |
TUSCALOOSA AL |
| 475 |
| $8.6M |
| $157K |
