Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Prin LgCp S&P 500 Idx Inst Fd in their Schedule of Assets, totaling $12.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CPC INTEGRATED HEALTH, INC. 403(B) THRIFT PLAN FOR CPC INTEGRATED HEALTH, INC. | EATONTOWN NJ | 313 | $29.4M | $2.4M |
| 2 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $1.5M |
| 3 | PLUMAS BANK PLUMAS BANK 401(K) PROFIT SHARING PLAN |
QUINCY CA |
| 192 |
| $26.7M |
| $1.2M |
| 4 | L/B WATER SERVICE, INC. L/B WATER SERVICE, INC. 401(K) PLAN | SELINSGROVE PA | 237 | $22.4M | $794K |
| 5 | MORSELIFE INC. MORSELIFE TAX DEFERRED ANNUITY PLAN | WEST PALM BEACH FL | 1,307 | $25.9M | $722K |
| 6 | NATIONAL COUNCIL FOR BEHAVIORAL HEALTH NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN | WASHINGTON DC | 283 | $32.7M | $720K |
| 7 | CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND WI | 236 | $18.7M | $577K |
| 8 | GATE 1, LTD. GATE 1, LTD. 401(K) PROFIT SHARING PLAN | FORT WASHINGTON PA | 427 | $16.6M | $557K |
| 9 | KISTLER INSTRUMENT CORPORATION KISTLER INSTRUMENT CORP. 401(K) PLAN | AMHERST NY | 137 | $22.4M | $469K |
| 10 | RHODES INTERNATIONAL, INC. RHODES INTERNATIONAL, INC. EMPLOYEE SAVINGS & INVESTMENT PLAN | SOUTH JORDAN UT | 231 | $28.2M | $461K |
