Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Prin SmallCap Value II R5 Fund in their Schedule of Assets, totaling $2.0M 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 | FIRST GUARANTY BANK, INC. FIRST GUARANTY BANK SAVINGS PLAN | HAMMOND LA | 354 | $16.2M | $1.5M |
| 2 | PURITAN MEDICAL PRODUCTS COMPANY LP PURITAN MEDICAL PRODUCTS COMPANY LP 401(K) PLAN | GUILFORD ME | 425 | $17.2M | $267K |
| 3 | FRIENDS OF THE ISRAEL DEFENSE FORCES |
NEW YORK NY |
| 141 |
| $11.8M |
| $118K |
| 4 | FAMILY COUNSELING CENTER FAMILY COUNSELING CENTER OF ARMSTRONG COUNTY TAX SHELTERED ANNUITY PLAN | KITTANNING PA | 192 | $22.2M | $87K |
| 5 | OHIO COUNTY HOSPITAL OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | HARTFORD KY | 703 | $19.5M | $21K |