Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap Growth Fund I; Class R6 Shares of registered investment company in their Schedule of Assets, totaling $314K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BERWIND CORPORATION BERWIND CORPORATION 401(K) SAVINGS PLAN | PHILADELPHIA PA | 121 | $48.6M | $186K |
| 2 | CRC INDUSTRIES, INC. CRC INDUSTRIES, INC. 401(K) SAVINGS PLAN | HORSHAM PA | 314 | $38.8M | $128K |
