Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $190.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Principal/blackrock S&P 500 Index, Principal/blackrock S&P 500 Index C, Principal/blackrock S&P 500 Index N, Principal Blackrock S&P 500 Index N. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AG PROCESSING INC THE RESTATED AG PROCESSING INC RETIREMENT PLAN | OMAHA NE | 1,181 | $379.2M | $44.0M |
| 2 | NEW COOPERATIVE, INC. THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | FORT DODGE IA | 413 | $154.7M | $17.5M |
| 3 | VALMET INC. VALMET, INC. PENSION PLAN AND TRUST | NORCROSS GA | 2,165 | $86.1M | $17.2M |
| 4 | THE LEE COMPANY THE LEE COMPANY PROFIT SHARING PLAN | WESTBROOK CT | 1,034 | $449.3M | $16.9M |
| 5 | HEARTLAND CO-OP THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | CLIVE IA | 424 | $89.9M | $12.2M |
| 6 | LANDUS COOPERATIVE THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | DES MOINES IA | 59 | $96.3M | $11.6M |
| 7 | UNITED STARS HOLDINGS, INC. UNITED STARS, INC. PENSION PLAN | BELOIT WI | 109 | $59.7M | $9.8M |
| 8 | INNOVATIVE AG SERVICES CO. THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | MONTICELLO IA | 306 | $66.6M | $9.0M |
| 9 | WOODBRIDGE HOLDINGS INC. THE WOODBRIDGE GROUP U.S. SALARIED EMPLOYEES' PENSION PLAN | TROY MI | 152 | $61.7M | $7.7M |
| 10 | NEXUS COOPERATIVE THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | CHARLES CITY IA | 115 | $39.7M | $4.6M |
