Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Smallcap Value II Instl in their Schedule of Assets, totaling $3.4M 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 | AKT SERVICES, LLP ALDRICH RETIREMENT PLAN | LAKE OSWEGO OR | 376 | $106.7M | $1.7M |
| 2 | ALDRICH SERVICES, LLP ALDRICH RETIREMENT PLAN | SALEM OR | 365 | $98.3M | $1.7M |
| 3 | WMBE PAYROLLING INC TCWGLOBAL 401(K) PLAN | SAN DIEGO CA |
| 5,332 |
| $25.9M |
| $23K |
