Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal SmallCap Sep Acct-Z in their Schedule of Assets, totaling $5.5M 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 | EGLIN FEDERAL CREDIT UNION EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FT WALTON BEACH FL | 393 | $28.7M | $1.6M |
| 2 | WESTCO CLOSET CORP. DBA CALIFORNIA CLOSET CO WESTCO CLOSET 401(K) RETIREMENT PLAN | HAWTHORNE NY | 189 | $17.2M | $1.1M |
| 3 | NIPPON LIFE GROUP |
NEW YORK NY |
| 147 |
| $25.7M |
| $807K |
| 4 | DOLAN'S OF CONCORD/PINOLE DOLAN'S OF CONCORD/PINOLE 401(K) PLAN | PLEASANT HILL CA | 99 | $11.2M | $676K |
| 5 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 1,051 | $22.5M | $303K |
| 6 | BELLEVILLE SHOE MANUFACTURING COMPANY DBA BELLEVILLE BOOT COMPANY BELLEVILLE SHOE MANUFACTURING COMPANY EMPLOYEE SAVINGS & INVESTMENT PLAN | BELLEVILLE IL | 681 | $17.9M | $289K |
| 7 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $274K |
| 8 | WESTERN CNC, INC. EMPLOYEE 401(K) SAVINGS PLAN | VISTA CA | 139 | $8.7M | $136K |
| 9 | US SIGNAL COMPANY US SIGNAL COMPANY 401(K) PLAN | GRAND RAPIDS MI | 439 | $29.3M | $116K |
| 10 | ONERORX, INC. ONERORX, INC. 401(K) PLAN | WEST DES MOINES IA | 641 | $18.4M | $69K |
