Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal SmallCap Growth Fund I Class R-6 in their Schedule of Assets, totaling $14.0M 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 | GENESIS ADMINISTRATIVE SERVICES LLC GENESIS ADMINISTRATIVE SERVICES 401(K) PLAN #1 | KENNETT SQUARE PA | 18,042 | $981.4M | $12.9M |
| 2 | HURON VALLEY RADIOLOGY, P.C. HURON VALLEY RADIOLOGY, P.C. EMPLOYEES' RETIREMENT SAVINGS PLAN | YPSILANTI MI | 96 | $92.0M | $414K |
| 3 | XMEK, INC. |
GRAPVINE TX |
| 192 |
| $13.1M |
| $252K |
| 4 | SHAKE SHACK ENTERPRISES, LLC SHAKE SHACK RETIREMENT PLAN | NEW YORK NY | 6,120 | $45.5M | $231K |
| 5 | EVANS MANAGEMENT GROUP, LLC EVANS MANAGEMENT GROUP 401(K) RETIREMENT PLAN | ORANGEBURG SC | 236 | $20.9M | $176K |
