Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SmallCap Value II Separate Account Pooled Separate Account NR in their Schedule of Assets, totaling $181K 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 | VIKA COMPANIES, LLC VIKA COMPANIES, LLC 401(K) PROFIT SHARING PLAN | MC LEAN VA | 168 | $32.7M | $173K |
| 2 | NORTHERN VIRGINIA FAMILY SERVICE, INC. NVFS 401(K) PLAN | FALLS CHURCH VA | 324 | $23.9M | $7K |