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 Mutual fund in their Schedule of Assets, totaling $1.6M 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 | QUANTIC ELECTRONICS, LLC QUANTIC 401(K) RETIREMENT SAVINGS PLAN | E PROVIDENCE RI | 800 | $62.9M | $958K |
| 2 | ST JOSEPHS COMMUNITY HEALTH SERVICES INC ST. JOSEPH'S HEALTH SERVICES, INC. 401(K) PLAN | HILLSBORO WI | 177 | $17.4M | $408K |
| 3 | CAREEN, INC. D/B/A WINDINGS, INC. |
NEW ULM MN |
| 135 |
| $12.0M |
| $123K |
| 4 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY NY | 209 | $13.8M | $113K |
| 5 | HMS FERRIES PUERTO RICO LLC HORNBLOWER PUERTO RICO RETIREMENT PLAN | SAN JUAN PR | 292 | $1.4M | $4K |