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 R6 Fund in their Schedule of Assets, totaling $743K 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 | PMHCC, INC. PMHCC, INC. 403(B) PLAN | PHILADELPHIA PA | 604 | $47.6M | $370K |
| 2 | NAGASE HOLDINGS AMERICA CORPORATION NAGASE RETIREMENT PLAN | NEW YORK NY | 216 | $41.6M | $321K |
| 3 | ATLANTIC CORPORATION OF WILMINGTON, INC. ATLANTIC CORPORATION OF WILMINGTON, INC. 401(K) PROFIT SHARING PLAN |
WILMINGTON NC |
| 1,144 |
| $177.8M |
| $52K |
