Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal SmallCap Sep Acct-I2 in their Schedule of Assets, totaling $4.6M 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 | CLARK & ENERSEN, INC. CLARK & ENERSEN, INC. RETIREMENT PLAN | LINCOLN NE | 181 | $36.2M | $2.4M |
| 2 | MESSICK FARM EQUIPMENT, INC. MESSICK FARM EQUIPMENT, INC. RETIREMENT SAVINGS PLAN | MOUNT JOY PA | 274 | $22.1M | $1.4M |
| 3 | THE KEFFER COMPANY THE KEFFER COMPANY RETIREMENT SAVINGS PLAN |
CHARLOTTE NC |
| 1,050 |
| $35.0M |
| $779K |
