Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal SmallCap Growth Fund " in their Schedule of Assets, totaling $6.9M 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 | BEASLEY MEZZANINE HOLDINGS, LLC BEASLEY MEZZANINE HOLDINGS, LLC 401(K) PLAN | NAPLES FL | 832 | $116.2M | $1.7M |
| 2 | PHOENIX RETAIL, LLC PHOENIX SAVINGS & RETIREMENT PLAN | COLUMBUS OH | 3,771 | $141.0M | $1.6M |
| 3 | EXPRESS, LLC EXPRESS SAVINGS AND RETIREMENT PLAN |
COLUMBUS OH |
| 3,982 |
| $138.0M |
| $1.6M |
| 4 | SI GROUP, INC. SI GROUP, INC. RETIREMENT AND SAVINGS PLAN | THE WOODLANDS TX | 774 | $191.2M | $1.1M |
| 5 | MK SYSTEMS USA, INC. MEDIAKIND 401(K) PLAN | DENVER CO | 97 | $31.6M | $476K |
| 6 | KINIKSA PHARMACEUTICALS CORP. KINIKSA PHARMACEUTICALS 401(K) PLAN | LEXINGTON MA | 305 | $37.2M | $316K |
| 7 | DENYSE SIGNS, INC. DENYSE SIGNS, INC. 401(K) PROFIT SHARING PLAN | DOUGLASVILLE GA | 159 | $7.0M | $72K |
| 8 | FLORIDA CREDIT UNION FLORIDA CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST | GAINESVILLE FL | 311 | $35.3M | $59K |
| 9 | MAESTRO CONSULTING SERVICES, LLC SYMPHONY MULTIPLE EMPLOYER PLAN | LINCOLNWOOD IL | 474 | $23.3M | $28K |
