Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Small Cap R5 Class in their Schedule of Assets, totaling $77K 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 | QUVA PHARMA, INC. QUVA PHARMA, INC. SAVINGS AND INVESTMENT PLAN | SUGAR LAND TX | 1,342 | $37.4M | $48K |
| 2 | RIDGEWAY PLUMBING, INC. RIDGEWAY PLUMBING, INC. 401(K) PROFIT SHARING PLAN | BOYTON BEACH FL | 645 | $28.1M | $29K |