Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal SmallCap Value II Instl in their Schedule of Assets, totaling $309K 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 | ENVIRONMENTAL DEFENSE FUND, INC. ENVIRONMENTAL DEFENSE FUND RETIREMENT SAVINGS PLAN | NEW YORK NY | 806 | $165.1M | $304K |
| 2 | KASS SHULER, P.A. KASS SHULER, P.A. 401(K) PROFIT SHARING PLAN | TAMPA FL | 92 | $13.7M | $5K |
