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 SA-I2 in their Schedule of Assets, totaling $14.4M 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 | MOSSY NISSAN INC MOSSY COMPANIES SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 853 | $55.6M | $8.5M |
| 2 | VITECH SYSTEMS GROUP VITECH SYSTEMS SUB, LLC 401(K) PLAN | NEW YORK NY | 412 | $101.1M | $3.1M |
| 3 | MESSICK FARM EQUIPMENT, INC. MESSICK FARM EQUIPMENT, INC. RETIREMENT SAVINGS PLAN |
MOUNT JOY PA |
| 274 |
| $22.1M |
| $1.1M |
| 4 | CLARK & ENERSEN, INC. CLARK & ENERSEN, INC. RETIREMENT PLAN | LINCOLN NE | 181 | $36.2M | $1.0M |
| 5 | MAINSTREAM ENGINEERING CORPORATION MAINSTREAM ENGINEERING CORPORATION 401(K) SAVINGS PLAN | ROCKLEDGE FL | 173 | $16.4M | $821K |