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 Pooled separate account in their Schedule of Assets, totaling $1.6M 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 | NORTHWEST ADMINISTRATORS, INC. NORTHWEST ADMINISTRATORS, INC. TAX DEFERRED SAVINGS PLAN | SEATTLE WA | 398 | $92.1M | $561K |
| 2 | WESTSTAR MORTGAGE CORPORATION WESTSTAR MORTGAGE CORPORATION 401(K) SAVINGS PLAN | ALBUQUERQUE NM | 114 | $17.3M | $498K |
| 3 | ROSENTHAL & ROSENTHAL INC. |
NEW YORK NY |
| 208 |
| $57.1M |
| $264K |
| 4 | CENTURY BANK CENTURY BANK 401(K) PLAN | SANTA FE NM | 138 | $24.5M | $177K |
| 5 | SMART SYSTEMS TECHNOLOGIES INCORPORATED SST EMPLOYEE RETIREMENT PLAN | IRVINE CA | 213 | $7.4M | $53K |
