Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal SmallCap S&P 600 Pooled separate accounts in their Schedule of Assets, totaling $2.2M 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 | HEIDELL, PITTONI, MURPHY & BACH, LLP HEIDELL, PITTONI, MURPHY & BACH, LLP 401(K) PLAN | NEW YORK NY | 169 | $35.1M | $1.9M |
| 2 | BLUE DOT READI-MIX, LLC BLUE DOT READI-MIX, LLC 401(K) RETIREMENT PLAN | MINT HILL NC | 203 | $8.0M | $219K |
| 3 | FORREST PAINT CO. |
EUGENE OR |
| 91 |
| $12.1M |
| $122K |
