Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal SmallCap Growth Fund I; Class R6 in their Schedule of Assets, totaling $4.6M 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 | AAA NORTHEAST AAA NORTHEAST RETIREMENT PLAN | PROVIDENCE RI | 3,718 | $358.2M | $2.8M |
| 2 | FMI CORPORATION FMI CORPORATION RETIREMENT SAVINGS 401(K) PLAN | RALEIGH NC | 191 | $67.1M | $716K |
| 3 | OHIO TRANSMISSION HOLDING LLC OHIO TRANSMISSION HOLDING LLC 401(K) PLAN |
COLUMBUS OH |
| 1,761 |
| $151.2M |
| $710K |
| 4 | GREENLEAVES CAPITAL, LLC PHARR 401(K) PLAN | MCADENVILLE NC | 48 | $15.6M | $120K |
| 5 | FORENSIC MEDICAL MANAGEMENT SERVICES, PLC FORENSIC MEDICAL 401(K) SAVINGS PLAN | NASHVILLE TN | 83 | $14.5M | $98K |
| 6 | LINCOLN CENTER FOR THE PERFORMING ARTS, INC. LINCOLN CENTER TAX DEFERRED 403(B) PLAN | NEW YORK NY | 1,450 | $26.8M | $85K |
| 7 | J. RECKNER ASSOCIATES, INC. THE J. RECKNER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHALFONT PA | 109 | $15.1M | $85K |
