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 II R6 in their Schedule of Assets, totaling $1.3M 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 | UVA COMMUNITY HEALTH UVA COMMUNITY HEALTH RETIREMENT PLAN | MANASSAS VA | 2,961 | $218.7M | $1.3M |
| 2 | PHRG MANAGEMENT LLC PHRG MANAGEMENT LLC 401(K) SAVINGS PLAN | CHESTER PA | 3,753 | $157.8M | $8K |
