Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal SmallCap Value Fund ^ in their Schedule of Assets, totaling $86K 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 | J&L BUILDING MATERIALS INC. J&L BUILDING MATERIALS INC. 401(K) PROFIT SHARING PLAN | FRAZER PA | 149 | $25.6M | $80K |
| 2 | JOHN S. CONNOR, INC. JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN | GLEN BURNIE MD | 120 | $8.0M | $3K |
| 3 | NATIVE INSTRUMENTS USA, INC. |
BOSTON MA |
| 88 |
| $21.5M |
| $2K |
