Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Prin LgCp S&P 500 Idx Inst Fd in their Schedule of Assets, totaling $7.8M 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 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $1.5M |
| 2 | L/B WATER SERVICE, INC. L/B WATER SERVICE, INC. 401(K) PLAN | SELINSGROVE PA | 237 | $22.4M | $794K |
| 3 | MORSELIFE INC. MORSELIFE TAX DEFERRED ANNUITY PLAN |
WEST PALM BEACH FL |
| 1,307 |
| $25.9M |
| $722K |
| 4 | NATIONAL COUNCIL FOR BEHAVIORAL HEALTH NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN | WASHINGTON DC | 283 | $32.7M | $720K |
| 5 | CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND WI | 236 | $18.7M | $577K |
| 6 | GATE 1, LTD. GATE 1, LTD. 401(K) PROFIT SHARING PLAN | FORT WASHINGTON PA | 427 | $16.6M | $557K |
| 7 | KISTLER INSTRUMENT CORPORATION KISTLER INSTRUMENT CORP. 401(K) PLAN | AMHERST NY | 137 | $22.4M | $469K |
| 8 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $424K |
| 9 | APICHA COMMUNITY HEALTH CENTER APICHA COMMUNITY HEALTH CENTER 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 126 | $4.2M | $387K |
| 10 | LUTHERANLIVING SERVICES, INC. LUTHERAN HOME & HARWOOD PLACE 403(B) PLAN | WAUWATOSA WI | 484 | $14.7M | $352K |
