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 R6 Mutual fund in their Schedule of Assets, totaling $799K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXPERITY, INC. EXPERITY 401(K) PLAN | MACHESNEY PARK IL | 563 | $47.5M | $604K |
| 2 | RAYMOND CHEVROLET, INC. RAY & RAYMOND AUTO GROUP 401(K) PLAN | ANTIOCH IL | 253 | $14.9M | $161K |
| 3 | TWIN LIQUORS, LP TWIN LIQUORS 401(K) RETIREMENT SAVINGS PLAN |
AUSTIN TX |
| 625 |
| $13.5M |
| $34K |
