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 SmallCap Value II Separate Account in their Schedule of Assets, totaling $2.0M 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 | NYEMASTER GOODE, P.C. NGMEO PROFIT SHARING PLAN | DES MOINES IA | 140 | $139.0M | $1.5M |
| 2 | HEBCO, INC. HEBCO, INC. RETIREMENT PLAN | OKLAHOMA CITY OK | 128 | $13.8M | $369K |
| 3 | RAM CONSTRUCTION SERVICES OF MICHIGAN, INC. RAM CONSTRUCTION SERVICES 401(K) PLAN |
LIVONIA MI |
| 175 |
| $20.8M |
| $32K |
| 4 | JT LOGISTICS SOLUTIONS, LLC JT LOGISTICS 401(K) RETIREMENT PLAN | DES MOINES IA | 319 | $4.3M | $6K |
| 5 | AA HEALTHCARE MANAGEMENT LLC AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN | SKOKIE IL | 1,184 | $5.4M | $5K |
