Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Smallcap Value Ii Instl Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | LIVINGSTON INTERNATIONAL, INC. LIVINGSTON INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 971 | $106.2M | $1.2M |
| 2 | ACCESS CIG ACCESS CIG, LLC 401(K) PROFIT SHARING PLAN | PEABODY MA | 1,307 | $66.6M | $501K |
| 3 | ERICKSON-HALL CONSTRUCTION COMPANY |
ESCONDIDO CA |
| 210 |
| $26.2M |
| $207K |
| 4 | FRESHWORKS INC. FRESHWORKS INC. 401(K) PLAN | SAN MATEO CA | 373 | $24.2M | $72K |
| 5 | POWIN ENERGY OPERATING LLC POWIN ENERGY OPERATING LLC 401(K) PLAN | PORTLAND OR | 493 | $23.1M | $40K |
