Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Prin SmCap S&P 600 Idx Inst Fd in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $2.5M |
| 2 | NATIONAL PEN CO. LLC NATIONAL PEN & ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | SHELBYVILLE TN | 200 | $41.7M | $1.3M |
| 3 | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS AMERICAN COLLEGE OF EMERGENCY PHYSICIANS 401(K) PS PLAN |
IRVING TX |
| 139 |
| $42.5M |
| $934K |
| 4 | CPC INTEGRATED HEALTH, INC. 403(B) THRIFT PLAN FOR CPC INTEGRATED HEALTH, INC. | EATONTOWN NJ | 313 | $29.4M | $490K |
| 5 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $357K |
| 6 | L/B WATER SERVICE, INC. L/B WATER SERVICE, INC. 401(K) PLAN | SELINSGROVE PA | 237 | $22.4M | $221K |
| 7 | LUTHERANLIVING SERVICES, INC. LUTHERAN HOME & HARWOOD PLACE 403(B) PLAN | WAUWATOSA WI | 484 | $14.7M | $145K |
