Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Small-Cap Value II 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEAM INDUSTRIES, INC. TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | KAUKAUNA WI | 114 | $35.7M | $1.0M |
| 2 | MIKE THOMPSON RECREATIONAL VEHICLES MIKE THOMPSON RECREATIONAL VEHICLES RETIREMENT PLAN | SANTA FE SPRINGS CA | 267 | $22.8M | $828K |
| 3 | CONTAINER GRAPHICS CORPORATION |
CARY NC |
| 314 |
| $40.6M |
| $531K |
| 4 | BRADFORD COMPANY BRADFORD COMPANY RETIREMENT SAVINGS PLAN | HOLLAND MI | 416 | $57.0M | $211K |
| 5 | TEXAS VETERINARY, PLLC TEXAS VETERINARY, PLLC 401(K) PLAN | AUSTIN TX | 125 | $12.3M | $189K |
| 6 | BEN MYNATT FAMILY OF DEALERSHIPS BEN MYNATT FAMILY OF DEALERSHIPS 401(K) PLAN | CONCORD NC | 137 | $13.9M | $183K |
| 7 | FERRIS COFFEE & NUT COMPANY FERRIS COFFEE & NUT COMPANY EMPLOYEE'S PROFIT SHARING PLAN | GRAND RAPIDS MI | 82 | $2.8M | $52K |
