Prin Smcap S&P 600 Index Sa-ne
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 117 retirement plans report an interest in this investment, totaling $429.4M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
117
Reported interest (EOY)
$429.4M
Data source
DOL Form 5500 · Schedule D
Plans holding Prin Smcap S&P 600 Index Sa-neranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP, INC. THE PRINCIPAL SELECT SAVINGS PLAN | DES MOINES IA | 12,662 | $4.6B | $228.1M |
| 2 | SANFORD SANFORD RETIREMENT SAVINGS PLAN | FARGO ND | 43,825 | $4.4B | $112.5M |
| 3 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,667 | $371.2M | $16.5M |
| 4 | THE SAVE MART COMPANIES SAVE MART COMPANIES RETIREMENT SAVINGS PLAN | MODESTO CA | 11,855 | $993.0M | $14.4M |
| 5 | PLAN PROFESSIONALS, LLC SUCCESSWISE POOLED EMPLOYER PLAN | SHREWSBURY NJ | 69,288 | $1.5B | $13.9M |
| 6 | EVERWISE CREDIT UNION EVERWISE CREDIT UNION 401(K) PLAN | SOUTH BEND IN | 739 | $94.1M | $3.7M |
| 7 | GROSSENBURG IMPLEMENT, INC. GROSSENBURG IMPLEMENT, INC. RETIREMENT SAVINGS PLAN | WINNER SD | 246 | $52.6M | $2.8M |
| 8 | FAIRBANKS SCALES INC. FAIRBANKS SCALES INC. 401(K) PLAN | OVERLAND PARK KS | 483 | $40.3M | $2.5M |
| 9 | QUALITY CARRIERS, INC. QUALITY CARRIERS, INC. 401(K) PLAN | TAMPA FL | 3,724 | $52.2M | $1.9M |
| 10 | ELEVATION SERVICES HOLDINGS II, LLC AEG MERIT HOLDING COMPANY 401(K) PLAN | NEW YORK NY | 639 | $63.6M | $1.8M |
See all 117 plans holding Prin Smcap S&P 600 Index Sa-ne
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