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 SA-Z in their Schedule of Assets, totaling $19K 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 | EMA GROUP, INC. EMA 401(K) RETIREMENT PLAN | SAINT PAUL MN | 63 | $14.4M | $19K |
