Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap Inst Fund+ in their Schedule of Assets, totaling $378K 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 | NACARATO TRUCKS GENERAL PARTNERSHIP NACARATO TRUCKS GENERAL PARTNERSHIP 401(K) PLAN | LA VERGNE TN | 264 | $16.3M | $333K |
| 2 | VANGUARD TRUCK HOLDINGS, LLC. VANGUARD TRUCK HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 866 | $43.6M | $45K |
