Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PRINCIPAL SMALLCAP R3 in their Schedule of Assets, totaling $283K 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 | SNOHETTA ARCHITECTURE DESIGN PLA SNOHETTA ARCHITECTURE DESIGN PLANNING PC PROFIT SHARING PLAN | NEW YORK NY | 61 | $11.5M | $172K |
| 2 | CARDENAS MARKETS LLC CARDENAS MARKETS LLC 401(K) PLAN | ONTARIO CA | 4,881 | $12.6M | $81K |
| 3 | TALIVITY, INC TALIVITY 401(K) SAVINGS PLAN |
NORWALK CT |
| 455 |
| $20.6M |
| $30K |
