Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Prin SmallCap Value II SA-R6 in their Schedule of Assets, totaling $3.5M 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 | PROFESSIONAL OFFICE SERVICES, INC. PROFESSIONAL OFFICE SERVICES, INC. 401(K) PLAN | WATERLOO IA | 237 | $54.3M | $1.3M |
| 2 | POPPY BANK POPPY BANK 401(K) RETIREMENT PLAN | SANTA ROSA CA | 203 | $16.6M | $697K |
| 3 | RELIANCE SAVINGS BANK RELIANCE SAVINGS BANK PROFIT SHARING AND 401(K) PLAN |
ALTOONA PA |
| 86 |
| $14.6M |
| $422K |
| 4 | RHETECH, LLC RHETECH, LLC 401(K) SAVINGS PLAN | WHITMORE LAKE MI | 99 | $25.1M | $402K |
| 5 | AGRI-POWER, INC. AGRI-POWER, INC. 401(K) RETIREMENT SAVINGS PLAN | HOPKINSVILLE KY | 532 | $22.2M | $205K |
| 6 | ACT EDUCATION CORP. ACT EDUCATION CORP. 401(K) PLAN | IOWA CITY IA | 786 | $25.7M | $138K |
| 7 | D. C. TAYLOR CO. D. C. TAYLOR CO. SAVINGS PLAN | CEDAR RAPIDS IA | 101 | $12.5M | $132K |
| 8 | WILLIAM A. FRASER, INC. D/B/A FRASER BUSINESS FRASER BUSINESS EQUIPMENT SALARY DEFERRAL PLAN | READING PA | 174 | $14.6M | $126K |
| 9 | READING FOR EDUCATION, LLC READING FOR EDUCATION, LLC 401(K) PLAN | MURFREESBORO TN | 109 | $11.4M | $16K |
| 10 | DESIGN HOMES, INC. DESIGN HOMES 401(K) RETIREMENT PLAN | PRAIRIE DU CHIEN WI | 122 | $5.7M | $5K |
