Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Inc Principal SmallCap Value Fund II - in their Schedule of Assets, totaling $108K 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 | JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES 403B PLAN | NEW YORK NY | 1,832 | $30.9M | $97K |
| 2 | ASIAN AMERICANS FOR EQUALITY, INC. ASIAN AMERICANS FOR EQUALITY, INC. 403(B) PLAN | NEW YORK NY | 140 | $6.9M | $12K |
