Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Small-Cap Value II - in their Schedule of Assets, totaling $8.7M 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 | THE WHITING-TURNER CONTRACTING COMPANY THE WHITING-TURNER CONTRACTING COMPANY 401(K) PLAN | TOWSON MD | 5,116 | $958.0M | $8.6M |
| 2 | LAKE SUPERIOR CONSULTING, LLC LAKE SUPERIOR CONSULTING 401(K) PLAN | DULUTH MN | 302 | $29.7M | $50K |
| 3 | SCHOOLMINT, INC. SCHOOLMINT, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
LAFAYETTE LA |
| 95 |
| $5.7M |
| $47K |
| 4 | NORTH SANTIAM PAVING COMPANY NORTH SANTIAM PAVING CO. 401(K) PROFIT SHARING PLAN | STAYTON OR | 88 | $10.7M | $21K |
