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 Registered investment company in their Schedule of Assets, totaling $10.5M 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 | HAJOCA CORPORATION HAJOCA CORPORATION EMPLOYEES 401(K) PLAN | LAFAYETTE HILL PA | 6,206 | $352.3M | $7.1M |
| 2 | FUTUREWEI TECHNOLOGIES, INC. HUAWEI USA 401(K) PLAN | SAN JOSE CA | 149 | $227.5M | $1.7M |
| 3 | RADIAN GROUP, INC. RADIAN GROUP INC. SAVINGS INCENTIVE PLAN |
WAYNE PA |
| 1,036 |
| $333.1M |
| $1.3M |
| 4 | OURISMAN FAIRFAX TOYOTA OURISMAN FAIRFAX TOYOTA 401(K) PLAN | FAIRFAX VA | 572 | $42.2M | $233K |
| 5 | LEE JOHNSON CHEVROLET, INC. LEE JOHNSON CHEVROLET, INC. 401(K) PLAN | KIRKLAND WA | 225 | $12.2M | $1K |
