Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal SmallCap Value Fund II Mutual Funds in their Schedule of Assets, totaling $76K 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 | CHARLOTTE PIPE AND FOUNDRY COMPANY CHARLOTTE PIPE AND FOUNDRY COMPANY 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,819 | $284.5M | $76K |
