Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Smallcap Value II R6 in their Schedule of Assets, totaling $4.1M 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 | TRINITY INDUSTRIES, INC. TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020 | DALLAS TX | 2,890 | $385.9M | $2.7M |
| 2 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $898K |
| 3 | BURBANK HOUSING MANAGEMENT CORPORATION BURBANK HOUSING MANAGEMENT CORPORATION TAX DEFERRED ANNUITY |
SANTA ROSA CA |
| 186 |
| $6.2M |
| $339K |
| 4 | STATIC CONTROL COMPONENTS, INC. STATIC CONTROL COMPONENTS, INC. 401(K) SALARY REDUCTION PLAN | SANFORD NC | 114 | $16.7M | $75K |
| 5 | FEDERAL HOME LOAN BANK OF ATLANTA FEDERAL HOME LOAN BANK OF ATLANTA 401(K) SAVINGS PLAN | ATLANTA GA | 348 | $156.7M | $29K |
| 6 | API GROUP HOLDING, INC API GROUP 401(K) PLAN | SUGAR LAND TX | 973 | $2.4M | $18K |
| 7 | WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE 403(B) PLAN | KALAMAZOO MI | 488 | $49.4M | $4K |
| 8 | TASCO AUTOCOLOR CORPORATION TASCO AUTOCOLOR CORPORATION 401(K) PLAN | HOUSTON TX | 252 | $7.5M | $3K |
