Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Smallcap Growth I R6 Mutual Funds in their Schedule of Assets, totaling $1.5M 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 | DCS CORPORATION DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF DCS CORPORATION | ALEXANDRIA VA | 2,171 | $307.5M | $645K |
| 2 | PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PLAN | ANNAPOLIS MD | 1,996 | $125.4M | $466K |
| 3 |
BAKERSFIELD CA |
| 136 |
| $25.3M |
| $195K |
| 4 | DAN DEERY MOTOR CO. DAN DEERY MOTOR CO. PROFIT SHARING PLAN | CEDAR FALLS IA | 141 | $15.9M | $177K |
| 5 | C. MARTIN COMPANY, INC. C. MARTIN COMPANY, INC. 401(K) PLAN | LAS VEGAS NV | 167 | $5.3M | $13K |
