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 Mutual Fund in their Schedule of Assets, totaling $271K 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 | KITWARE INC KITWARE 401K PLAN | CLIFTON PARK NY | 167 | $55.4M | $269K |
| 2 | ATTUNE INSURANCE SERVICES LLC. ATTUNE INSURANCE SERVICES, LLC RETIREMENT PLAN | NEW YORK NY | 104 | $12.8M | $2K |
