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 II R6 in their Schedule of Assets, totaling $7.9M 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 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $5.8M |
| 2 | CONNELL RESOURCES, INC. CONNELL RESOURCES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 237 | $34.5M | $1.9M |
| 3 | CSG CONSULTANTS, INC. CSG CONSULTANTS, INC. 401(K) SAVINGS PLAN |
FOSTER CITY CA |
| 324 |
| $45.4M |
| $165K |
| 4 | SCRI HOLDINGS, LLC SCRI HOLDINGS, LLC 401(K) PLAN | NASHVILLE TN | 1,046 | $44.5M | $39K |
| 5 | TRIBE513, PA TRIBE513, PA 401(K) RETIREMENT PLAN | GREENVILLE SC | 630 | $16.8M | $32K |
| 6 | MYRIAD360, LLC MYRIAD360, LLC 401(K) PROFIT SHARING PLAN | WEST DEPTFORD NJ | 146 | $16.6M | $17K |
