Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap Fund Class R-6 Mutual fund in their Schedule of Assets, totaling $873K 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 | ZOO MED LABORATORIES INC ZOO MED LABORATORIES INC 401(K) PROFIT SHARING PLAN & TRUST | SAN LUIS OBISPO CA | 152 | $8.6M | $553K |
| 2 | CRAIN WALNUT SHELLING, INC CRAIN WALNUT SHELLING, INC. 401(K) PROFIT SHARING PLAN | LOS MOLINOS CA | 484 | $10.5M | $320K |
