Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal** SmallCap Value II Separate Account in their Schedule of Assets, totaling $4.6M 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 | MULTIPLAN, INC. MULTIPLAN, INC. 401(K) PLAN | NAPERVILLE IL | 2,790 | $422.6M | $3.7M |
| 2 | YORK WALLCOVERINGS, INC. YORK DESIGN GROUP 401(K) PLAN | YORK PA | 405 | $44.4M | $450K |
| 3 | OAKLEY INDUSTRIES SUB ASSEMBLY DIVISION, INC. OAKLEY RETIREMENT PLAN |
FLINT MI |
| 139 |
| $10.3M |
| $238K |
| 4 | FRASIER MEADOWS MANOR, INC. FRASIER MEADOWS MANOR, INC. 401(K) RETIREMENT PLAN | BOULDER CO | 233 | $11.3M | $172K |
| 5 | LEANIN' TREE, INC. LEANIN' TREE INC. 401(K) PLAN | BOULDER CO | 134 | $11.3M | $105K |
