Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Principal Smallcap Value Ii R6 in their Schedule of Assets, totaling $3.1M 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 | SWDIC IMAGING CENTER PARTNERSHIP, LLP SOUTHWEST DIAGNOSTIC IMAGING CENTER 401(K) RETIREMENT PLAN | DALLAS TX | 190 | $43.0M | $1.2M |
| 2 | JOHN E. GREEN COMPANY JOHN E. GREEN COMPANY 401(K) PLAN | HIGHLAND PARK MI | 193 | $47.8M | $925K |
| 3 | HOMESTEADERS LIFE CO. HOMESTEADERS LIFE CO. 401(K) RETIREMENT PLAN |
WEST DES MOINES IA |
| 347 |
| $54.1M |
| $738K |
| 4 | AMERICAN BAR ASSOCIATION THRIFT PLAN FOR EMPLOYEES OF THE AMERICAN BAR ASSOCIATION AND AFFILIATES | CHICAGO IL | 1,259 | $211.7M | $180K |
| 5 | GERFLOR USA INC GERFLOR USA INC. 401(K) PLAN | BOLINGBROOK IL | 407 | $27.0M | $41K |
| 6 | SERVEFED, INC. SERVEFED, INC. 401(K) PLAN | GERMANTOWN MD | 338 | $5.7M | $10K |
