Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap Growth I Separate Account Pooled Separate Account NR in their Schedule of Assets, totaling $729K 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 | VIKA COMPANIES, LLC VIKA COMPANIES, LLC 401(K) PROFIT SHARING PLAN | MC LEAN VA | 168 | $32.7M | $433K |
| 2 | THE JOHN AKRIDGE COMPANY THE JACO 401(K) RETIREMENT PLAN | WASHINGTON DC | 116 | $35.1M | $296K |
