Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Smallcap Growth I Pooled Separate Account in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACCESS INTELLIGENCE LLC ACCESS INTELLIGENCE LLC 401(K) PLAN | ROCKVILLE MD | 183 | $35.2M | $944K |
| 2 | ROSENTHAL & ROSENTHAL INC. ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN | NEW YORK NY | 208 | $57.1M | $578K |
| 3 | CENTURY BANK CENTURY BANK 401(K) PLAN |
SANTA FE NM |
| 138 |
| $24.5M |
| $142K |
| 4 | MACHINE SERVICE, INC. MACHINE SERVICE, INC. PROFIT SHARING PLAN | GREEN BAY WI | 162 | $26.1M | $136K |
| 5 | HOLIDAY BUILDERS, INC. HOLIDAY BUILDERS, INC. 401(K) PLAN AND TRUST | MELBOURNE FL | 198 | $5.4M | $108K |
| 6 | TEXAS BOOK COMPANY TEXAS BOOK COMPANY SAVINGS AND PROFIT SHARING PLAN | GREENVILLE TX | 83 | $6.6M | $106K |
| 7 | BESTOP, INC. BESTOP, INC. 401(K) RETIREMENT PLAN | WESTMINSTER CO | 215 | $19.2M | $48K |