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 Registered investment company in their Schedule of Assets, totaling $1.7M 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 | FIRST QUALITY ENTERPRISES INC. FIRST QUALITY SAVINGS AND INVESTMENT PLAN | GREAT NECK NY | 4,530 | $466.0M | $1.5M |
| 2 | BEGA NORTH AMERICA, INC. BEGA NORTH AMERICA, INC. SALARY SAVINGS PLAN | CARPINTERIA CA | 162 | $27.2M | $193K |
| 3 | CREDIT CARD SERVICES, INC. BANKCARD SERVICE 401(K) PLAN |
TORRANCE CA |
| 122 |
| $5.5M |
| $12K |
