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 Value II in their Schedule of Assets, totaling $2.6M 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 | SOCIETY INSURANCE, A MUTUAL COMPANY SOCIETY INSURANCE 401(K) PROFIT SHARING PLAN | FOND DU LAC WI | 381 | $107.1M | $1.2M |
| 2 | EXCELL MARKETING, L.C. EXCELL MARKETING, L.C. PROFIT SHARING PLAN | DES MOINES IA | 489 | $29.6M | $595K |
| 3 | RANGE REGIONAL HEALTH SERVICES |
HIBBING MN |
| 67 |
| $51.3M |
| $281K |
| 4 | KIK INTERNATIONAL LLC KIK CUSTOM PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 1,520 | $92.8M | $142K |
| 5 | TEXTILE MANAGEMENT ASSOCIATES, INC. TEXTILE MANAGEMENT ASSOCIATES, INC. 401(K) PLAN | DALTON GA | 1,538 | $36.7M | $134K |
| 6 | MARKETING ALLIANCE GROUP, INC. MARKETING ALLIANCE GROUP 401K RETIREMENT PLAN | DALTON GA | 1,009 | $18.3M | $130K |
| 7 | MACKIN BOOK COMPANY MACKIN EDUCATIONAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN | BURNSVILLE MN | 544 | $18.0M | $44K |
