Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Small Cap Value Fund " in their Schedule of Assets, totaling $3.5M 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 | WOODS ROGERS VANDEVENTER BLACK PLC WOODS ROGERS VANDEVENTER BLACK PLC PROFIT SHARING PLAN | NORFOLK VA | 264 | $135.3M | $2.4M |
| 2 | GROVE CITY COLLEGE GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN | GROVE CITY PA | 585 | $83.4M | $1.0M |
| 3 | THE BOBBITT GROUP, INC. |
CARY NC |
| 122 |
| $5.2M |
| $29K |
| 4 | MCKINLEY IRVIN, PLLC MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN | KIRKLAND WA | 107 | $14.7M | $12K |
| 5 | E BLOCK, CORP. E BLOCK, CORP. 401(K) PLAN | MOUNT MORRIS TOWNSHIP MI | 260 | $5.2M | $9K |
| 6 | GAILEY EYE CLINIC, LTD. GAILEY EYE CLINIC, LTD. 401K RETIREMENT SAVINGS PLAN | BLOOMINGTON IL | 238 | $29.0M | $7K |
