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 Separate Account Pooled Separate Account in their Schedule of Assets, totaling $552K 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 | LRN CORPORATION LRN CORPORATION RETIREMENT PLAN | NEW YORK NY | 86 | $23.8M | $363K |
| 2 | ELEVATION SERVICES HOLDINGS, LLC AEG 401(K) PLAN | NEW YORK NY | 108 | $10.4M | $188K |
