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 Separate Account-Z Pooled Separate Account in their Schedule of Assets, totaling $75K 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 | KEEN PROJECT SOLUTIONS KEEN PROJECT SOLUTIONS 401(K) PLAN | ANKENY IA | 155 | $10.2M | $36K |
| 2 | SELF ENHANCEMENT, INC. SELF ENHANCEMENT, INC. 401K PLAN | PORTLAND OR | 183 | $6.4M | $14K |
| 3 | D & M INDUSTRIES, INC. D & M INDUSTRIES, INC. PROFIT SHARING PLAN |
MOORHEAD MN |
| 143 |
| $10.5M |
| $14K |
| 4 | CARRUM HEALTH, INC. CARRUM HEALTH INC. RETIREMENT PLAN | SOUTH SAN FRANCISCO CA | 148 | $5.6M | $12K |
