Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Life Insurance Company* Prin SmCap Value II Sep Acct-Z in their Schedule of Assets, totaling $6.0M 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 | CHOICE FINANCIAL GROUP CHOICE FINANCIAL GROUP 401K PLAN | GRAND FORKS ND | 435 | $41.6M | $3.1M |
| 2 | KAWASAKI MOTORS MANUFACTURING CORP., U.S.A. KAWASAKI MOTORS MANUFACTURING CORP., U.S.A. 401(K) SAVINGS PLAN | LINCOLN NE | 3,262 | $267.5M | $756K |
| 3 | NEWS-PRESS & GAZETTE COMPANY |
SAINT JOSEPH MO |
| 768 |
| $104.4M |
| $558K |
| 4 | BVPV STYRENICS LLC BVPV STYRENICS LLC RETIREMENT PLAN FOR BEAVER VALLEY HOURLY EMPLOYEES | MONACA PA | 95 | $17.2M | $492K |
| 5 | VOLLERS, INC. VOLLERS, INC. 401(K) SAVINGS PLAN | BRANCHBURG NJ | 105 | $12.2M | $310K |
| 6 | BCS, LLC BCS, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 226 | $11.9M | $270K |
| 7 | JACOBSEN CONSTRUCTION COMPANY, INC. JACOBSEN CONSTRUCTION COMPANY, INC. 401(K) PLAN | SALT LAKE CITY UT | 723 | $55.9M | $148K |
| 8 | ED STAUB & SONS PETROLEUM INC. ED STAUB & SONS PETROLEUM INC. 401(K) PROFIT SHARING PLAN | KLAMATH FALLS OR | 366 | $31.5M | $146K |
| 9 | INSTRUMENT DEVELOPMENT CO., LLC INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN | MUKWONAGO WI | 320 | $12.3M | $101K |
| 10 | ENTERPRISE PROPERTIES, INC. ENTERPRISE PROPERTIES, INC. 401(K) SAVINGS PLAN | OMAHA NE | 420 | $17.4M | $29K |
