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 R6 Mutual fund in their Schedule of Assets, totaling $588K 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 | AUSTIN HARDWARE & SUPPLY, INC. AUSTIN HARDWARE & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | LEES SUMMIT MO | 156 | $35.8M | $298K |
| 2 | KSL ADVISORS, LLC KSL ADVISORS, LLC 401(K) PLAN | DENVER CO | 112 | $20.6M | $285K |
| 3 | HANDS ON LEARNING SOLUTIONS LLC SKILLABLE 401(K) PLAN |
NEW PORT RICHEY FL |
| 227 |
| $10.3M |
| $5K |