Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Principal Smallcap Growth I R6 in their Schedule of Assets, totaling $15.9M 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 | OUTRIGGER HOTELS HAWAII OUTRIGGER HOTELS HAWAII PROFIT SHARING AND RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,577 | $162.7M | $4.1M |
| 2 | CHEIL USA INC. CHEIL USA INC. RETIREMENT PLAN | NEW YORK NY | 734 | $53.2M | $2.3M |
| 3 | ASSOCIATED MATERIALS, LLC ASSOCIATED MATERIALS, LLC 401(K) RETIREMENT PLAN |
CUYAHOGA FALLS OH |
| 2,874 |
| $186.0M |
| $1.5M |
| 4 | HEXAGON USA HOLDINGS, INC. HEXAGON 401(K) PLAN | LINCOLN NE | 791 | $63.8M | $1.3M |
| 5 | V.E.C (USA), INC. VAN EERDEN SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 618 | $40.4M | $673K |
| 6 | THE MILL STEEL CO. MILL STEEL COMPANY 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 431 | $28.4M | $486K |
| 7 | PMC, LLC POTAMKIN RETIREMENT PLAN | HIALEAH FL | 542 | $27.3M | $418K |
| 8 | HYDRAULICS INTERNATIONAL, INC. HYDRAULICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | CHATSWORTH CA | 401 | $27.2M | $416K |
| 9 | LEXINGTON HEALTH INC. LEXINGTON HEALTH INC. 403(B) RETIREMENT PLAN | WEST COLUMBIA SC | 4,840 | $92.7M | $400K |
| 10 | INOGEN, INC. INOGEN, INC. 401(K) & PROFIT SHARING PLAN | GOLETA CA | 706 | $35.5M | $365K |
