Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Smallcap Growth in their Schedule of Assets, totaling $24.8M 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 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT SAVINGS PLAN | NEENAH WI | 5,756 | $692.6M | $23.5M |
| 2 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES | NEENAH WI | 2,457 | $36.4M | $1.0M |
| 3 | LOC PERFORMANCE PRODUCTS, LLC |
PLYMOUTH MI |
| 653 |
| $47.0M |
| $174K |
| 4 | LOC PERFORMANCE PRODUCTS, INC. LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN | PLYMOUTH MI | 688 | $36.1M | $69K |
| 5 | LOC PERFORMANCE PRODUCTS, LLC LOC PERFORMANCE PRODUCTS, LLC BARGAINING UNIT EMPLOYEES RETIREMENT PLAN | PLYMOUTH MI | 375 | $24.8M | $36K |
