Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal SmallCap Value II SA-Z Pooled Separate Account in their Schedule of Assets, totaling $1.4M 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 | ACADIAN AMBULANCE SERVICE, INC. ACADIAN AMBULANCE SERVICE, INC. PROFIT SHARING 401(K) PLAN | LAFAYETTE LA | 3,439 | $183.4M | $1.3M |
| 2 | ERICKSON IMMIGRATION GROUP ERICKSON IMMIGRATION GROUP RETIREMENT PLAN | ARLINGTON VA | 190 | $16.3M | $73K |
| 3 | PBI-GORDON COMPANIES, INC |
SHAWNEE KS |
| 506 |
| $33.3M |
| $42K |
| 4 | HOLLYWOOD PARK CASINO COMPANY, LLC HOLLYWOOD PARK CASINO COMPANY, LLC 401(K) PLAN | INGLEWOOD CA | 462 | $5.7M | $27K |