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 SmallCap Value II R6 Mutual Fund in their Schedule of Assets, totaling $856K 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 | PHARMACISTS MUTUAL INSURANCE COMPANY PHARMACISTS MUTUAL INSURANCE CO. SALARY SAVINGS PLAN | ALGONA IA | 248 | $50.4M | $856K |
