Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Life Insurance Co. Vaughan Nelson / H&W Small Cap Value II N/A in their Schedule of Assets, totaling $423K 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 | PLASCORE, INC. PLASCORE, INC. RETIREMENT SAVINGS PLAN | ZEELAND MI | 463 | $37.5M | $381K |
| 2 | WALTERS GARDENS, INC. WALTERS GARDENS, INC. 401(K) PROFIT SHARING PLAN | ZEELAND MI | 196 | $20.7M | $42K |
