Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal SmallCap Sep Acct-R6 in their Schedule of Assets, totaling $3.7M 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 | HUNTER INDUSTRIES HOLDING COMPANY, LTD HUNTER INDUSTRIES HOLDING COMPANY, LTD. 401(K) SAVINGS PLAN | SAN MARCOS TX | 633 | $22.0M | $1.1M |
| 2 | RHETECH, LLC RHETECH, LLC 401(K) SAVINGS PLAN | WHITMORE LAKE MI | 99 | $25.1M | $953K |
| 3 | AGRI-POWER, INC. AGRI-POWER, INC. 401(K) RETIREMENT SAVINGS PLAN |
HOPKINSVILLE KY |
| 532 |
| $22.2M |
| $888K |
| 4 | GENERAL GRIND AND MACHINE, INC. GENERAL GRIND AND MACHINE, INC. PROFIT SHARING PLAN AND TRUST | ALEDO IL | 268 | $32.9M | $400K |
| 5 | READING FOR EDUCATION, LLC READING FOR EDUCATION, LLC 401(K) PLAN | MURFREESBORO TN | 109 | $11.4M | $336K |