Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap Value II R6 Mutual fund in their Schedule of Assets, totaling $347K 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 | BS&B SAFETY SYSTEMS, LLC BS&B SAFETY SYSTEMS 401(K) SAVINGS AND RETIREMENT PLAN | TULSA OK | 169 | $28.4M | $292K |
| 2 | HAI MANAGEMENT, INC. THE HUMPHREY COMPANIES 401(K) PLAN | COLUMBIA MD | 274 | $8.9M | $55K |
