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 Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | CUTTER & BUCK INC. CUTTER & BUCK 401(K) PLAN | RENTON WA | 334 | $27.1M | $707K |
| 2 | SEATTLE METROPOLITAN CHAMBER OF COMMERCE SEATTLE METROPOLITAN CHAMBER OF COMMERCE 401(K) PLAN | SEATTLE WA | 58 | $14.1M | $583K |
| 3 | ADSWERVE, INC. ADSWERVE INC. 401(K) PLAN |
DENVER CO |
| 216 |
| $19.8M |
| $374K |
| 4 | DAEMEN UNIVERSITY DAEMEN UNIVERSITY RETIREMENT PLAN | AMHERST NY | 369 | $102.7M | $260K |
| 5 | BRIGHTWAY INSURANCE, LLC BRIGHTWAY INSURANCE 401(K) PLAN | JACKSONVILLE FL | 360 | $9.3M | $10K |
| 6 | RUSSELL & SMITH FORD, INC. RUSSELL & SMITH FORD, INC. 401(K) PLAN | HOUSTON TX | 251 | $10.1M | $9K |