Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Small-Cap in their Schedule of Assets, totaling $416K 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 | STRATUS TEAM, LLC STRATUS TEAM, LLC 401(K) PLAN | MOON TOWNSHIP PA | 440 | $38.2M | $409K |
| 2 | BEN MYNATT FAMILY OF DEALERSHIPS BEN MYNATT FAMILY OF DEALERSHIPS 401(K) PLAN | CONCORD NC | 137 | $13.9M | $6K |
