Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal SmallCap Fund Mutual fund - in their Schedule of Assets, totaling $1.6M 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 | BILL HOLDINGS, INC. BILL 401(K) PLAN | SAN JOSE CA | 2,348 | $143.4M | $806K |
| 2 | BILL.COM, LLC BILL.COM, LLC 401(K) PLAN | SAN JOSE CA | 2,398 | $63.3M | $532K |
| 3 | CIC INNOVATION SERVICES, LLC CIC INNOVATION SERVICES, LLC 401(K) PLAN | CAMBRIDGE |
| 164 |
| $18.5M |
| $126K |
| 4 | THE VISITING NURSE ASSOCIATION OF TEXAS VNA OF TEXAS 403(B) RETIREMENT PLAN | DALLAS TX | 292 | $17.7M | $52K |
| 5 | EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO, INC. EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 414 | $12.7M | $45K |
