Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Small Cap Value Fund II R6 in their Schedule of Assets, totaling $422K 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 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $277K |
| 2 | ESPERANZA HEALTH CENTERS ESPERANZA HEALTH CENTERS 401(K) PLAN | CHICAGO IL | 391 | $16.4M | $144K |