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 Separate Account in their Schedule of Assets, totaling $647K 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 | GRISWOLD INDUSTRIES GRISWOLD INDUSTRIES 401(K) PROFIT SHARING RETIREMENT PLAN | COSTA MESA CA | 482 | $62.6M | $564K |
| 2 | TAK BROADBAND, LLC TAK BROADBAND, LLC 401(K) PLAN | SIOUX FALLS SD | 592 | $6.8M | $83K |