Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PRINCIPAL SMALLCAP I in their Schedule of Assets, totaling $1.6M 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 | HMS MFG. CO. HMS MFG. CO. 401(K) SAVINGS PLAN | TROY MI | 281 | $13.3M | $644K |
| 2 | THORWORKS INDUSTRIES, INC. THORWORKS INDUSTRIES, INC. 401K PROFIT SHARING PLAN & TRUST | SANDUSKY OH | 372 | $10.6M | $394K |
| 3 | HUTCHINSON FMS, INC. HUTCHINSON CORPORATION 401(K) PLAN & TRUST |
AUBURN HILLS MI |
| 1,778 |
| $213.5M |
| $316K |
| 4 | DISTRIBUTOR CORP. OF NEW ENGLAND DISTRIBUTOR CORP. OF NEW ENGLAND SUPPLEMENTAL RETIREMENT PLAN | MALDEN MA | 121 | $25.1M | $235K |
| 5 | PLEXUS SCIENTIFIC CORPORATION PLEXUS SCIENTIFIC CORPORATION RETIREMENT SAVINGS PLAN | ALEXANDRIA VA | 76 | $10.3M | $1K |
