Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Small Cap Grwth I R6 Mutual fund in their Schedule of Assets, totaling $286K 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 | SAINT ANDREW'S SCHOOL OF BOCA RATON, INC SAINT ANDREW'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BOCA RATON FL | 282 | $62.8M | $257K |
| 2 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $29K |
