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 II Fund in their Schedule of Assets, totaling $183K 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 | COTTON HOLDINGS, INC. COTTON HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 1,132 | $22.1M | $126K |
| 2 | BLUEROCK THERAPEUTICS LP BLUEROCK THERAPEUTICS US RETIREMENT PLAN | CAMBRIDGE MA | 232 | $20.6M | $52K |
| 3 | KENSINGTON COMMUNITY CORPORATION FOR INDIVIDUAL DIGNITY KENCCID 403(B) RETIREMENT PLAN |
PHILADELPHIA PA |
| 150 |
| $1.4M |
| $5K |
