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 in their Schedule of Assets, totaling $160K 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 | SINAI, SPECIAL NEEDS INSTITUTE SINAI SPECIAL NEEDS INSTITUTE 403(B) PLAN | PARAMUS NJ | 199 | $13.3M | $147K |
| 2 | SARGENT & GREENLEAF, INC. SARGENT & GREENLEAF RETIREMENT PLAN | SUGAR HILL GA | 161 | $6.2M | $8K |
| 3 | VIACARE COMMUNITY HEALTH CENTER VCCHC 403(B) PLAN |
LOS ANGELES CA |
| 294 |
| $5.0M |
| $4K |
| 4 | EUROPA SPORTS PARTNERS, LLC EUROPA SPORTS PARTNERS, LLC 401(K) PLAN | CHARLOTTE NC | 46 | $10.5M | $791 |