Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Principal SmallCap Value II R6 Principal 0 in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GSC ENTERPRISES, INC GSC ENTERPRISES, INC 401(K) PLAN | SULPHUR SPRINGS TX | 697 | $55.2M | $494K |
| 2 | SCIENS BUILDING SOLUTIONS, LLC SCIENS BUILDING SOLUTIONS 401(K) PLAN | PLEASANTON CA | 1,901 | $73.4M | $396K |
| 3 | PHYSICIAN'S COMPUTER COMPANY PHYSICIAN'S COMPUTER COMPANY 401K PS PLAN |
WINOOSKI VT |
| 113 |
| $21.7M |
| $321K |
| 4 | LUKOS, LLC LUKOS, LLC 401(K) PLAN | TAMPA FL | 231 | $8.7M | $169K |
| 5 | INNOVATIVE SOLUTIONS & SUPPORT, LLC I S & S 401(K) PLAN | EXTON PA | 120 | $14.5M | $135K |
| 6 | LAVAZZA NORTH AMERICA, INC. LAVAZZA PROFESSIONAL NORTH AMERICA, LLC 401K PLAN | WEST CHESTER PA | 380 | $35.2M | $118K |
| 7 | NORTH AMERICAN HERITAGE SERVICES, INC. NORTH AMERICAN HERITAGE SERVICES 401(K) PLAN | LEXINGTON KY | 123 | $15.2M | $116K |
| 8 | BARRY ISETT & ASSOCIATES, INC. BARRY ISETT & ASSOCIATES INC 401(K) PS PLAN | ALLENTOWN PA | 238 | $23.4M | $106K |
| 9 | HUMPHREY MANAGEMENT LLC HUMPHREY MANAGEMENT LLC 401(K) PLAN | COLUMBIA MD | 176 | $9.3M | $95K |
| 10 | EPL AMERICA, LLC EPL AMERICA LLC 401(K) PLAN | DANVILLE VA | 339 | $8.2M | $87K |
