Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PRINCIPAL SMALLCAP GROWTH I R5 - in their Schedule of Assets, totaling $264K 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 | COASTLINE EAP COASTLINE EAP 403(B) RETIREMENT PLAN | WARWICK RI | 101 | $13.3M | $264K |
