Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Small Cap Value in their Schedule of Assets, totaling $4.7M 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 | SALT RIVER COMMUNITY GAMING ENTERPRISES SALT RIVER COMMUNITY GAMING ENTERPRISES 401(K) PLAN | SCOTTSDALE AZ | 2,944 | $298.9M | $4.3M |
| 2 | MORGAN CORP MORGAN CORP 401(K) PROFIT SHARING PLAN | DUNCAN SC | 612 | $28.5M | $456K |
| 3 | THE LEXINGTON SCHOOL THE LEXINGTON SCHOOL RETIREMENT PLAN |
LEXINGTON KY |
| 115 |
| $23.5M |
| $505 |
