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 Value - in their Schedule of Assets, totaling $69K 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 | SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION SEIU LOCAL 503 RETIREMENT PLAN | SALEM OR | 174 | $32.9M | $35K |
| 2 | MM JS AUTO HOLDINGS, LLC MM JS AUTO HOLDINGS, LLC 401(K) PLAN | FORT LAUDERDALE FL | 511 | $17.4M | $34K |