Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Life Insurance Company Small-Cap Separate Account in their Schedule of Assets, totaling $4.6M 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 | THE DAY-LEE FOODS, INC. THE DAY-LEE FOODS, INC. SAVINGS PLAN | SANTA FE SPRINGS CA | 449 | $21.8M | $1.7M |
| 2 | CONCOURSE HOTEL INC HOTEL EMPLOYEES RETIREMENT SAVINGS PLAN | MINNETONKA MN | 541 | $13.5M | $917K |
| 3 | THE WITTERN GROUP THE WITTERN GROUP NON-BARGAINING 401(K) PLAN |
CLIVE IA |
| 197 |
| $20.9M |
| $764K |
| 4 | MENORAH CAMPUS MENORAH CAMPUS DEFINED BENEFIT PLAN | GETZVILLE NY | 94 | $5.9M | $755K |
| 5 | CARIBOU MEDICAL CENTER PLAN CARIBOU MEDICAL CENTER EMPLOYEE RETIREMENT PLAN | SODA SPRINGS ID | 220 | $14.3M | $221K |
| 6 | COORDINATED SERVICES MANAGEMENT, INC. COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ROANOKE VA | 1,299 | $9.4M | $214K |
| 7 | JAY INDUSTRIAL REPAIR, INC. JAY INDUSTRIAL REPAIR, INC. EMPLOYEE SAVINGS RETIREMENT PLAN | BIRMINGHAM AL | 264 | $13.3M | $90K |
