Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Small Cap Grw I R5 in their Schedule of Assets, totaling $79K 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 | BLUMONT, INC. BLUMONT, INC. 403(B) DC PLAN | ARLINGTON VA | 77 | $35.2M | $46K |
| 2 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $31K |
| 3 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
CHARLOTTE NC |
| 445 |
| $39.8M |
| $2K |
