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 in their Schedule of Assets, totaling $375K 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 | TOYOTA OF SANTA MARIA TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUST | SANTA MARIA CA | 276 | $14.1M | $190K |
| 2 | OPENSYMMETRY, LLC OPENSYMMETRY, LLC EMPLOYEE SAVINGS TRUST | AUSTIN TX | 73 | $7.7M | $185K |
