Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal Small Cap Growth R6 # in their Schedule of Assets, totaling $10.7M 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 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $6.5M |
| 2 | WCG CLINICAL, INC. WCG 401(K) PLAN | PRINCETON NJ | 1,632 | $180.5M | $1.1M |
| 3 | SHURTAPE TECHNOLOGIES LLC THE SHURTAPE TECHNOLOGIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
HICKORY NC |
| 1,406 |
| $140.9M |
| $1.1M |
| 4 | TIVITY HEALTH, INC. TIVITY HEALTH, INC. RETIREMENT SAVINGS PLAN | FRANKLIN TN | 471 | $118.7M | $620K |
| 5 | GENERAL RV CENTERS, INC. GENERAL RV 401(K) PLAN & TRUST | WIXOM MI | 1,769 | $77.4M | $365K |
| 6 | MAYNE PHARMA COMMERCIAL LLC THE MAYNE PHARMA COMMERCIAL LLC 401(K) PLAN | GREENVILLE NC | 237 | $50.2M | $255K |
| 7 | SMA, INC. SMA, INC. 401(K) PLAN | IRVINE CA | 171 | $31.9M | $255K |
| 8 | BERGER CHEVROLET, INC. BERGER CHEVROLET, INC. 401(K) PLAN & TRUST | GRAND RAPIDS MI | 270 | $22.3M | $223K |
| 9 | QUEBEDEAUX PONTIAC GMC QUEBEDEAUX PONTIAC GMC 401(K) PLAN | TUCSON AZ | 105 | $6.0M | $98K |
| 10 | ENGINEERED PLASTIC SERVICES, LLC ENGINEERED PLASTIC SERVICES, LLC 401(K) PLAN | MATTAWAN MI | 130 | $14.1M | $81K |
