Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal Small Cap Val II R6 in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUINNIPIAC UNIVERSITY QUINNIPIAC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HAMDEN CT | 1,281 | $335.0M | $1.3M |
| 2 | QUINNIPIAC UNIVERSITY QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN | HAMDEN CT | 985 | $240.3M | $871K |