Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Inc SmallCap Value II R6 Fund in their Schedule of Assets, totaling $157K 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 | ARKANSAS VALLEY REGIONAL MEDICAL CENTER ARKANSAS VALLEY REGIONAL MEDICAL CENTER 401K PLAN AND TRUST | LA JUNTA CO | 327 | $25.4M | $157K |
