Form 5500 Search

Prin Smcap S&P 600 Index SA-I3

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $20.2M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
31
Reported interest (EOY)
$20.2M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: Prin Smcap S&P 600 Index SA-I3, Prin Smcap S & P 600 Index SA-I3. Counts combine all variants of the same investment.

Plans holding Prin Smcap S&P 600 Index SA-I3ranked by reported interest

Unlock full list (Pro)
#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1OTC BRANDS, INC.
OTC BRANDS, INC. 401(K) RETIREMENT PLAN
RALSTON
NE
906$105.4M$4.2M
21ST LLC
1ST LLC 401(K) PLAN
2,175$76.9M$2.3M
3TSG DEVELOPMENTS INVESTMENTS, INC.
TSG DEVELOPMENTS INVESTMENTS, INC. 401(K) PLAN
1,909$69.0M$2.0M
4JRE HOLDINGS, INC.
JRE & 4R EMPLOYEE RETIREMENT PLAN
ASHLAND
VA
1,985$181.7M$1.5M
5DE NORA TECH, LLC.
DE NORA 401(K) SAVINGS PLAN
CONCORD
OH
447$86.2M$1.4M
6CLARK & ENERSEN, INC.
CLARK & ENERSEN, INC. RETIREMENT PLAN
LINCOLN
NE
181$36.2M$1.1M
7WHKS & CO
WHKS & CO. SAVINGS PLAN
MASON CITY
IA
141$23.6M$922K
8WOODWARD COMMUNICATIONS, INC.
WOODWARD COMMUNICATIONS, INC. PROFIT SHARING PLAN AND TRUST
DUBUQUE
IA
312$37.2M$811K
9MAGNESIUM PRODUCTS OF AMERICA, INC.
MAGNESIUM PRODUCTS OF AMERICA, INC. RETIREMENT SAVINGS PLAN
EATON RAPIDS
MI
351$30.6M$791K
10STAR INDUSTRIES, INC.
STAR INDUSTRIES, INC. SAVINGS PLAN
KENT
WA
203$42.7M$757K
See all 31 plans holding Prin Smcap S&P 600 Index SA-I3
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro
Browse the collective-trust directory or the fund holdings directory.