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 II Pooled Separate Account in their Schedule of Assets, totaling $1.7M 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 | LIGON HYDRAULICS, LLC LIGON INDUSTRIES 401(K) RETIREMENT PLAN | HAMPTON IA | 1,110 | $65.2M | $725K |
| 2 | QC FINANCIAL SERVICES, INC. QC FINANCIAL SERVICES 401(K) RETIREMENT PLAN | LENEXA KS | 698 | $17.9M | $309K |
| 3 | EASTER SEALS ALABAMA, INC. RETIREMENT PLAN OF EASTER SEALS ALABAMA, INC. |
MONTGOMERY AL |
| 15 |
| $16.4M |
| $239K |
| 4 | P. J. FITZPATRICK, INC. P. J. FITZPATRICK, INC. 401(K) RETIREMENT PLAN | NEW CASTLE DE | 222 | $6.4M | $116K |
| 5 | WALSH TRUCKING COMPANY LTD WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS | TROUTDALE OR | 520 | $13.7M | $98K |
| 6 | E SOURCE COMPANIES, LLC E SOURCE 401(K) PLAN | BOULDER CO | 308 | $25.0M | $88K |
| 7 | SAGENT, LLC SAGENT, LLC 401(K) PLAN | COPPELL TX | 127 | $5.1M | $40K |
| 8 | TENSION ENVELOPE CORPORATION TENSION ENVELOPE CORPORATION 401(K) PLAN | KANSAS CITY MO | 626 | $70.5M | $35K |
