Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding * Principal Life Insurance Company Small Cap Value II Separate Account Fund in their Schedule of Assets, totaling $324K 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 | INCAST ASSET MANAGEMENT, INC. IAM 401(K) RETIREMENT PLAN | BUENA PARK CA | 195 | $10.1M | $324K |
