Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Insurance Company Principal Smallcap Value Ii Separate Account-Z in their Schedule of Assets, totaling $650K 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 | TERRA HOLDINGS DBA BHS HOLDINGS, LLC TERRA HOLDINGS 401(K) PLAN | NEW YORK NY | 429 | $64.8M | $580K |
| 2 | IRON ARCH TECHNOLOGY, LLC IRON ARCH TECHNOLOGY, LLC 401(K) PLAN | ARLINGTON VA | 112 | $5.9M | $45K |
| 3 | TRADITIONS HEALTH, LLC TRADITIONS HEALTH, LLC 401(K) PLAN |
FRANKLIN TN |
| 2,199 |
| $31.0M |
| $25K |
