Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Small-Cap Value II Separate Account in their Schedule of Assets, totaling $3.0M 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 | MILLER WASTE MILLS, INC. MILLER WASTE MILLS, INC. 401(K) PLAN AND TRUST | WINONA MN | 1,147 | $130.0M | $1.4M |
| 2 | THK AMERICA, INC. THK AMERICA, INC. RETIREMENT PLAN | SCHAUMBURG IL | 136 | $20.0M | $1.2M |
| 3 | DAVIDSON TECHNOLOGIES, INC. DAVIDSON TECHNOLOGIES, INC. 401(K) PLAN |
HUNTSVILLE AL |
| 205 |
| $64.6M |
| $350K |
| 4 | ARKANSAS STEEL ASSOCIATES ARKANSAS STEEL ASSOCIATES 401(K) PLAN | NEWPORT AR | 254 | $14.7M | $80K |
