Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal small cap separate account Pooled separate account in their Schedule of Assets, totaling $176K 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 | DON ROBERTO JEWELERS INC DRJ 401(K) | SAN CLEMENTE CA | 578 | $15.1M | $150K |
| 2 | SIGNATURE TRUCK SYSTEMS, LLC GRANBY INDUSTRIES US HOLDINGS, INC. 401K PLAN | CLIO MI | 175 | $5.3M | $26K |
