Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Life Insurance Company Smallcap Value II Separate Account in their Schedule of Assets, totaling $1.6M 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 | PALMETTO EXTERMINATORS, LLC PALMETTO EXTERMINATORS, LLC 401(K) PLAN | CHARLESTON SC | 416 | $17.2M | $415K |
| 2 | PALMETTO EXTERMINATORS, INC. PALMETTO EXTERMINATORS, INC. 401(K) PLAN | CHARLESTON SC | 140 | $10.4M | $396K |
| 3 | L. M. SANDLER & SONS, INC. SANDLER RETIREMENT PLAN |
VIRGINIA BEACH VA |
| 328 |
| $30.5M |
| $352K |
| 4 | DANT CLAYTON CORPORATION DANT CLAYTON CORPORATION 401(K) RETIREMENT PLAN | LOUISVILLE KY | 175 | $13.4M | $169K |
| 5 | NORTHTOWN AUTOMOTIVE COMPANIES, INC. NORTHTOWN AUTOMOTIVE COMPANIES, INC. 401(K) PLAN | AMHERST NY | 625 | $58.4M | $140K |
| 6 | ROERS COMPANIES ROERS COMPANIES 401(K) PLAN | PLYMOUTH MN | 348 | $8.9M | $71K |
| 7 | WOLVERINE BUILDING GROUP, INC. WOLVERINE BUILDING GROUP, INC. SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 198 | $19.2M | $50K |
| 8 | THE COLLECTION, LLC THE COLLECTION LLC 401(K) PLAN | CORAL GABLES FL | 496 | $27.9M | $43K |
