Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $8.9M 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 | PCL CONSTRUCTION ENTERPRISES, INC. EMPLOYEE 401(K) THRIFT PLAN OF PCL CONSTRUCTION ENTERPRISES, INC. | DENVER CO | 1,900 | $349.4M | $6.8M |
| 2 | SEMTECH CORPORATION SEMTECH CORPORATION RETIREMENT SAVINGS PLAN | CAMARILLO CA | 467 | $139.5M | $1.1M |
| 3 | KANSAS ORTHOPAEDIC CENTER, P.A. |
WICHITA KS |
| 162 |
| $27.0M |
| $513K |
| 4 | HIGH-PURITY SILICON AMERICA CORPORATION HIGH-PURITY SILICON AMERICA CORPORATION SAVINGS AND INVESTMENT PLAN | THEODORE AL | 146 | $59.5M | $179K |
| 5 | NASSAL HOLDINGS INC THE NASSAL COMPANY 401(K) SAVINGS PLAN | ORLANDO FL | 295 | $7.1M | $130K |
| 6 | PCL INFRASTRUCTURE MANAGEMENT, INC. HOURLY EMPLOYEE 401(K) THRIFT PLAN OF PCL INFRASTRUCTURE MANAGEMENT, INC. | DENVER CO | 334 | $5.7M | $101K |
| 7 | PCL INDUSTRIAL MANAGEMENT CO. HOURLY EMPLOYEE 401(K) THRIFT PLAN OF PCL INDUSTRIAL MANAGEMENT CO. | DENVER CO | 785 | $11.6M | $52K |
| 8 | PCL CONSTRUCTION SERVICES, INC. HOURLY EMPLOYEE 401(K) THRIFT PLAN OF PCL CONSTRUCTION SERVICES, INC. | DENVER CO | 195 | $4.0M | $33K |
