Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Prin SmCap Value II Sep Acct-Z in their Schedule of Assets, totaling $44.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VALLOUREC STAR, LP PENSION PLAN FOR SALARIED AND PRODUCTION EMPLOYEES OF VALLOUREC STAR, LP | HOUSTON TX | 150 | $51.7M | $12.6M |
| 2 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $5.4M |
| 3 | MI-T-M CORPORATION MI-T-M CORPORATION 401(K) PLAN |
PEOSTA IA |
| 324 |
| $31.7M |
| $2.8M |
| 4 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN | SCHAUMBURG IL | 151 | $47.9M | $2.7M |
| 5 | ARCADIA BLUFFS, L.L.C. ARCADIA BLUFFS 401(K) PLAN | GRAND RAPIDS MI | 440 | $11.3M | $2.3M |
| 6 | CENTRIA HEALTHCARE, LLC THE CENTRIA GROUP 401(K) PLAN | FARMINGTON HILLS MI | 3,057 | $11.9M | $2.3M |
| 7 | MUNICIPAL SECURITIES RULEMAKING BOARD MSRB 401(K) RETIREMENT PLAN | WASHINGTON DC | 133 | $53.2M | $1.7M |
| 8 | LANDSCAPES UNLIMITED, LLC LANDSCAPES UNLIMITED, LLC 401(K) PLAN | LINCOLN NE | 1,495 | $34.5M | $1.2M |
| 9 | ONE STEP UP, LTD ONE STEP UP, LTD 401(K) PLAN | NEW YORK NY | 173 | $28.9M | $1.2M |
| 10 | HELGESEN INDUSTRIES, LLC HELGESEN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | HARTFORD WI | 246 | $22.1M | $1.1M |
