Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap - in their Schedule of Assets, totaling $1.2M 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 | MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. 401(K) PLAN | HELENA MT | 364 | $73.2M | $1.2M |
| 2 | ROCKVILLE FUEL & FEED CO INC. THE RF & F EMPLOYEE PROFIT SHARING PLAN | ROCKVILLE MD | 107 | $12.0M | $1K |
