Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Trust Company Principal Small Cap Value Fund in their Schedule of Assets, totaling $389K 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 | MCCOWN GORDON CONSTRUCTION, L.L.C. MCCOWN GORDON CONSTRUCTION, L.L.C. PROFIT SHARING 401(K) PLAN | KANSAS CITY MO | 492 | $56.5M | $389K |
