Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap Fund R-5 Class in their Schedule of Assets, totaling $1.7M 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 | BOWMAN & COMPANY LLP BOWMAN & COMPANY LLP 401(K) SAVINGS PLAN & TRUST | VOORHEES NJ | 115 | $35.3M | $1.7M |
| 2 | NEXTDECADE LNG, LLC NEXTDECADE 401(K) RETIREMENT PLAN | HOUSTON TX | 233 | $15.0M | $8K |
