Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Principal Small Cap Value Fund in their Schedule of Assets, totaling $729K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GCM MEDICAL AND OEM, INC. GCM 401(K) PLAN | UNION CITY CA | 270 | $13.7M | $578K |
| 2 | A. HAROLD & ASSOCIATES, LLC A.HAROLD & ASSOCIATES, LLC. | JACKSONVILLE FL | 87 | $8.7M | $151K |
