Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap Growth Mutual fund N/A in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW YORK YANKEES PARTNERSHIP NEW YORK YANKEES EMPLOYEE INVESTMENT PLAN | TAMPA FL | 549 | $90.4M | $2.3M |
| 2 | WEST MUSIC CO., INC. WEST MUSIC CO., INC. 401(K) PLAN | CORALVILLE IA | 244 | $16.7M | $265K |
