Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Life Insurance Company Principal Small Cap Value II Separate Account in their Schedule of Assets, totaling $2.2M 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 | LAKESIDE BANK LAKESIDE BANK RETIREMENT PLAN | CHICAGO IL | 118 | $24.8M | $1.7M |
| 2 | CITIZENS MEDICAL CENTER, INC. CITIZENS MEDICAL CENTER, INC. 401(K) AND PENSION TRUST | COLBY KS | 412 | $32.9M | $287K |
| 3 | STORY CONSTRUCTION CO. STORY CONSTRUCTION CO. RETIREMENT SAVINGS PLAN |
AMES IA |
| 162 |
| $17.2M |
| $127K |
| 4 | HAMISTER GROUP, LLC HAMISTER GROUP, LLC 401(K) CO-WORKERS RETIREMENT PLAN | BUFFALO NY | 1,143 | $10.4M | $31K |
| 5 | IOWA BEVERAGE SYSTEMS, INC. IOWA BEVERAGE SYSTEMS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | DES MOINES IA | 295 | $21.3M | $27K |
| 6 | STUARTCO STUARTCO 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 200 | $11.2M | $26K |
