Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Small Cap Val II R6 ~ in their Schedule of Assets, totaling $1.1M 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 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $521K |
| 2 | MERCY UNIVERSITY MERCY UNIVERSITY RETIREMENT PLAN | DOBBS FERRY NY | 785 | $121.4M | $475K |
| 3 | UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVELOPMENT UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVEL DEFINED CONTRIBUTION RETIREMENT PLAN |
ANN ARBOR MI |
| 149 |
| $46.6M |
| $35K |
| 4 | UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVELOPMENT UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVELOPMENT TDA PLAN | ANN ARBOR MI | 110 | $18.5M | $35K |
