Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Life Insurance Company Small-cap Value II Separate Account in their Schedule of Assets, totaling $614K 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 | SUMITOMO MACHINERY CORPORATION OF AMERICA SUMITOMO MACHINERY CORPORATION OF AMERICA SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 495 | $70.4M | $214K |
| 2 | LEON MANAGEMENT INTERNATIONAL, LLC LEON MANAGEMENT INTERNATIONAL, LLC 401(K) PLAN | DORAL FL | 2,697 | $121.3M | $136K |
| 3 | JEFFREY CHAIN, L.P. |
MORRISTOWN TN |
| 215 |
| $12.2M |
| $71K |
| 4 | CARIBOU MEDICAL CENTER PLAN CARIBOU MEDICAL CENTER EMPLOYEE RETIREMENT PLAN | SODA SPRINGS ID | 220 | $14.3M | $70K |
| 5 | THE WITTERN GROUP THE WITTERN GROUP NON-BARGAINING 401(K) PLAN | CLIVE IA | 197 | $20.9M | $53K |
| 6 | TIDEWATER AREA CENTRAL HOSPITAL LAUNDRY, INC. T/A SHARED HOSPITAL SERV SHARED HOSPITAL SERVICES 401(K) RETIREMENT PLAN | PORTSMOUTH VA | 206 | $4.9M | $36K |
| 7 | LMI 2.0, LLC LMI 2.0, LLC 401(K) PLAN | DORAL FL | 126 | $8.4M | $19K |
| 8 | JAY INDUSTRIAL REPAIR, INC. JAY INDUSTRIAL REPAIR, INC. EMPLOYEE SAVINGS RETIREMENT PLAN | BIRMINGHAM AL | 264 | $13.3M | $13K |
| 9 | COORDINATED SERVICES MANAGEMENT, INC. COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ROANOKE VA | 1,299 | $9.4M | $2K |
