Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal SmallCap Value II Separate Account-Z in their Schedule of Assets, totaling $1.9M 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 | CORA HEALTH SERVICES, INC. CORA HEALTH SERVICES RETIREMENT SALARY SAVINGS PLAN | LIMA OH | 1,714 | $36.4M | $1.5M |
| 2 | 7G DISTRIBUTING, LLC 7G DISTRIBUTING, LLC 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 200 | $30.5M | $377K |
| 3 | 12 INTERACTIVE, LLC PERKSPOT 401(K) PLAN |
CHICAGO IL |
| 118 |
| $6.5M |
| $9K |
