Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Company Prin Smcap S&P 600 Index SA-R3 * Principal Global Investor Trust Common/Collective Trust in their Schedule of Assets, totaling $42K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOWRY RESIDENTIAL SERVICES, INC. HOWRY RESIDENTIAL SERVICES 401(K) PLAN | ST PAUL MN | 169 | $3.1M | $42K |
