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: Small-cap Value II Account in their Schedule of Assets, totaling $10.9M 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 | FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN | LINCOLN NE | 310 | $100.5M | $10.2M |
| 2 | YOUNG PLUMBING & HEATING CO. YOUNG PLUMBING & HEATING CO. PROFIT SHARING PLAN | WATERLOO IA | 119 | $37.4M | $562K |
| 3 | HAYNER HOYT CORPORATION |
SYRACUSE NY |
| 152 |
| $23.1M |
| $146K |
