Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal SmallCap R5 Fund in their Schedule of Assets, totaling $1.7M 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 | NKC OF AMERICA INC NKC OF AMERICA, INC. EMPLOYEES' RETIREMENT PLAN | MEMPHIS TN | 121 | $12.9M | $566K |
| 2 | THE HURLEY CLINIC THE HURLEY CLINIC 403(B) RETIREMENT PLAN | FLINT MI | 140 | $36.0M | $509K |
| 3 | SRAM LLC SRAM LLC RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 815 |
| $152.1M |
| $259K |
| 4 | STANZ-TROYER HOLDINGS, LLC STANZ-TROYER HOLDINGS, LLC | GOSHEN IN | 444 | $18.6M | $195K |
| 5 | G & L DAVIS MEAT CO., INC. G & L DAVIS MEAT CO. INC. 401(K) PLAN | SYRACUSE NY | 132 | $15.3M | $134K |
| 6 | MT GRAHAM REGIONAL MEDICAL CENTER INC. MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN | SAFFORD AZ | 593 | $28.1M | $38K |
| 7 | HURLEY PRACTICE HURLEY PRACTICE MANAGEMENT SERVICES EMPLOYEE DEFERRED COMPENSATION PLAN | FLINT MI | 255 | $3.7M | $17K |
| 8 | OHIO COUNTY HOSPITAL OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | HARTFORD KY | 703 | $19.5M | $4K |
