Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal SmallCap Growth Fund I Class R-6 Mutual fund in their Schedule of Assets, totaling $5.2M 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 | MOMENTIVE PERFORMANCE MATERIALS INC. MOMENTIVE PERFORMANCE MATERIALS SAVINGS PLAN | NISKAYUNA NY | 1,496 | $498.0M | $3.1M |
| 2 | BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN | MONTGOMERY AL | 287 | $62.8M | $1.4M |
| 3 | ARES HOLDINGS, LLC |
MELBOURNE FL |
| 2,801 |
| $56.5M |
| $714K |
