Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal SmallCap Value II SA-Z in their Schedule of Assets, totaling $475K 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 | GESTAMP NORTH AMERICA, INC. GESTAMP NORTH AMERICA 401(K) PLAN | TROY MI | 4,075 | $119.2M | $475K |
