Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal Small Cap Value II R6 in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UVA COMMUNITY HEALTH UVA COMMUNITY HEALTH RETIREMENT PLAN | MANASSAS VA | 2,961 | $218.7M | $1.3M |
| 2 | RELIABILITYFIRST CORPORATION RELIABILITYFIRST CORPORATION 401(K) PLAN | CLEVELAND OH | 99 | $49.8M | $1.1M |
| 3 | PHRG MANAGEMENT LLC PHRG MANAGEMENT LLC 401(K) SAVINGS PLAN |
CHESTER PA |
| 3,753 |
| $157.8M |
| $8K |
