Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal SmallCap Growth I Separate Account-Z in their Schedule of Assets, totaling $1.1M 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 | 7G DISTRIBUTING, LLC 7G DISTRIBUTING, LLC 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 200 | $30.5M | $778K |
| 2 | AUBERGE RESORTS LLC AUBERGE RESORTS 401(K) PLAN | BETHESDA MD | 4,077 | $48.0M | $346K |
| 3 | 12 INTERACTIVE, LLC PERKSPOT 401(K) PLAN |
| 118 |
| $6.5M |
| $6K |