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 R6 Mutual fund in their Schedule of Assets, totaling $10.9M 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 | LIRO ENGINEERS, INC. LIRO GROUP 401(K) PLAN | SYOSSET NY | 1,103 | $175.8M | $6.0M |
| 2 | ITG BRANDS, LLC ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | GREENSBORO NC | 1,810 | $397.9M | $4.9M |
