Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Life Insurance Company Principal Small Cap Value II in their Schedule of Assets, totaling $9.7M 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 | GEORGIA FARM BUREAU INC GEORGIA FARM BUREAU COMPANIES EMPLOYEE SAVINGS PLAN | MACON GA | 1,176 | $226.5M | $8.9M |
| 2 | IOWA STUDENT LOAN LIQUIDITY IOWA STUDENT LOAN LIQUIDITY CORPORATION 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 163 | $61.0M | $677K |
| 3 | HOUSE OF FLAVORS, INC. |
LUDINGTON MI |
| 197 |
| $9.3M |
| $52K |
| 4 | NYC CHARTER HIGH SCHOOL FOR ARCHITECTURE, ENGINEERING & CONSTRUCTION NYC CHARTER HIGH SCHOOL FOR ARCHITECTURE, ENGINEERING & CONSTRUCTION INDUSTRIES 401(K) PLAN | BRONX NY | 143 | $3.0M | $8K |
| 5 | GREAT LAKES DENTAL TECHNOLOGIES LTD. GREAT LAKES DENTAL TECHNOLOGIES LTD. 401(K) SAVINGS PLAN | TONAWANDA NY | 200 | $14.3M | $4K |
