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 Pooled separate accounts in their Schedule of Assets, totaling $18.5M 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 | ADECCO, INC. THE ADECCO GROUP 401(K) PLAN | JACKSONVILLE FL | 64,616 | $874.4M | $17.0M |
| 2 | STANDARD OIL OF CONNECTICUT, INC. STANDARD OIL OF CONNECTICUT, INC. 401(K) PLAN | BRIDGEPORT CT | 184 | $42.3M | $1.2M |
| 3 | 2 CIRCLE INCORPORATED 2 CIRCLE, INC. 401(K) |
ARLINGTON VA |
| 222 |
| $29.3M |
| $288K |