Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal SmallCap Growth Fund I; Class R6 Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $1.4M |
| 2 | ORANO USA LLC ORANO USA 401(K) RETIREMENT PLAN | LYNCHBURG VA | 379 | $168.0M | $1.3M |
| 3 | ARCHROCK SERVICES, L.P. ARCHROCK 401(K) PLAN |
HOUSTON TX |
| 1,355 |
| $199.8M |
| $1.0M |
| 4 | CAVALIERS HOLDINGS, LLC CAVALIERS 401(K) PLAN | CLEVELAND OH | 460 | $54.0M | $584K |
