Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap Growth I Pooled separate account N/A 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZIP'S TRUCK EQUIPMENT, INC. ZIP'S TRUCK EQUIPMENT, INC. RETIREMENT SAVINGS PLAN | NEW HAMPTON IA | 222 | $20.3M | $709K |
| 2 | VINTAGE WINE DISTRIBUTOR, INC. VINTAGE WINE RETIREMENT SAVINGS PLAN | SOLON OH | 132 | $10.9M | $329K |