Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal SmallCap Growth I Instl Principal 0 in their Schedule of Assets, totaling $1.0M 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 | PRESBYTERIAN SENIORCARE PRESBYTERIAN SENIORCARE DEFINED CONTRIBUTION PLAN | OAKMONT PA | 599 | $22.2M | $414K |
| 2 | HRM ENTERPRISES, INC. HRM ENTERPRISES, INC. 401(K) PLAN | HARTVILLE OH | 611 | $22.1M | $287K |
| 3 | SUPERIOR PRODUCTS SUPPORT, LLC SUPERIOR PRODUCTS SUPPORT, LLC 401(K) PLAN |
NEW HOLLAND PA |
| 237 |
| $6.2M |
| $215K |
| 4 | PRESBYTERIAN SENIORCARE PRESBYTERIAN SENIORCARE RETIREMENT SAVINGS PLAN | OAKMONT PA | 848 | $15.8M | $133K |
