Form 5500 Search

Prin Lgcp S&P 500 IDX Sa-ne

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 115 retirement plans report an interest in this investment, totaling $1.7B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
115
Reported interest (EOY)
$1.7B
Data source
DOL Form 5500 · Schedule D

Plans holding Prin Lgcp S&P 500 IDX Sa-neranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1PRINCIPAL FINANCIAL GROUP, INC.
THE PRINCIPAL SELECT SAVINGS PLAN
DES MOINES
IA
12,662$4.6B$680.1M
2SANFORD
SANFORD RETIREMENT SAVINGS PLAN
FARGO
ND
43,825$4.4B$496.8M
3CREATIVE PLANNING LLC
CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN
OVERLAND PARK
KS
2,667$371.2M$97.7M
4THE SAVE MART COMPANIES
SAVE MART COMPANIES RETIREMENT SAVINGS PLAN
MODESTO
CA
11,855$993.0M$84.7M
5PLAN PROFESSIONALS, LLC
SUCCESSWISE POOLED EMPLOYER PLAN
SHREWSBURY
NJ
69,288$1.5B$82.5M
6EVERWISE CREDIT UNION
EVERWISE CREDIT UNION 401(K) PLAN
SOUTH BEND
IN
739$94.1M$21.3M
7FAIRBANKS SCALES INC.
FAIRBANKS SCALES INC. 401(K) PLAN
OVERLAND PARK
KS
483$40.3M$15.0M
8GROSSENBURG IMPLEMENT, INC.
GROSSENBURG IMPLEMENT, INC. RETIREMENT SAVINGS PLAN
WINNER
SD
246$52.6M$11.5M
9QUALITY CARRIERS, INC.
QUALITY CARRIERS, INC. 401(K) PLAN
TAMPA
FL
3,724$52.2M$11.2M
10RM ACQUISITION, LLC
RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN
BOISE
ID
80$31.5M$10.4M
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