Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Smallcap Value II Separate Account Pooled Separate Account in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELEVATION SERVICES HOLDINGS II, LLC AEG MERIT HOLDING COMPANY 401(K) PLAN | NEW YORK NY | 619 | $52.0M | $1.1M |
| 2 | INTERNATIONAL INTIMATES INC. INTERNATIONAL INTIMATES INC. RETIREMENT PLAN | NEW YORK NY | 151 | $38.2M | $498K |
| 3 | STINE SEED FARM, INC. |
ADEL IA |
| 424 |
| $26.2M |
| $357K |
| 4 | THE VERNON COMPANY THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS | NEWTON IA | 76 | $20.1M | $107K |
| 5 | HORWITH TRUCKS, INC. HORWITH TRUCKS, INC. 401(K) RETIREMENT PLAN | NORTHAMPTON PA | 148 | $14.8M | $60K |
| 6 | THE VERNON COMPANY THE VERNON COMPANY 401(K) PLAN FOR ADMINISTRATIVE AND AFFILIATED COMPANY | NEWTON IA | 118 | $15.9M | $21K |
| 7 | BALLINGER COMPANY BALLINGER COMPANY CASH BALANCE PLAN | PHILADELPHIA PA | 178 | $3.2M | $15K |
