Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Small-Cap Value II Sep Account 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHOE CARNIVAL, INC. SHOE CARNIVAL, INC. RETIREMENT SAVINGS PLAN | EVANSVILLE IN | 3,060 | $76.1M | $1.7M |
| 2 | ET INVESTMENTS, LLC ET INVESTMENTS, LLC 401(K) PLAN | PARKER CO | 362 | $18.6M | $13K |