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 Principal 0 in their Schedule of Assets, totaling $248K 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 | FEEDZAI, INC. FEEDZAI 401(K) PLAN | SAN MATEO CA | 76 | $7.6M | $107K |
| 2 | NOVATECH, L.L.C. NOVATECH, L.L.C. 401(K) PLAN | BETHLEHEM PA | 158 | $42.1M | $105K |
| 3 | NEXT PHASE SOLUTIONS AND SERVICES, INC. NEXT PHASE SOLUTIONS AND SERVICES 401(K) PLAN |
COLUMBIA MD |
| 74 |
| $11.9M |
| $21K |
| 4 | KENTIK TECHNOLOGIES, INC. KENTIK TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 157 | $12.3M | $12K |
| 5 | SUPERIOR HOLDING, INC. SUPERIOR HOLDING, INC. 401(K) | HUTCHINSON KS | 145 | $6.5M | $3K |