Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Prin SmCap S&P 600 Idx R5 Fund in their Schedule of Assets, totaling $5.4M 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 | FIRST GUARANTY BANK, INC. FIRST GUARANTY BANK SAVINGS PLAN | HAMMOND LA | 354 | $16.2M | $1.6M |
| 2 | THE HURLEY CLINIC THE HURLEY CLINIC 403(B) RETIREMENT PLAN | FLINT MI | 140 | $36.0M | $1.3M |
| 3 | JEWISH FAMILY SERVICE OF DALLAS, INC. JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN |
DALLAS TX |
| 91 |
| $6.4M |
| $957K |
| 4 | G & L DAVIS MEAT CO., INC. G & L DAVIS MEAT CO. INC. 401(K) PLAN | SYRACUSE NY | 132 | $15.3M | $479K |
| 5 | PURITAN MEDICAL PRODUCTS COMPANY LP PURITAN MEDICAL PRODUCTS COMPANY LP 401(K) PLAN | GUILFORD ME | 425 | $17.2M | $466K |
| 6 | AMERICAN JEWISH COMMITTEE AJC 403(B) RETIREMENT PLAN | NEW YORK NY | 226 | $9.5M | $240K |
| 7 | FRIENDS OF THE ISRAEL DEFENSE FORCES FRIENDS OF THE ISRAEL DEFENSE FORCES RETIREMENT PLAN | NEW YORK NY | 141 | $11.8M | $168K |
| 8 | DOUGLASS COLONY GROUP INC. DOUGLASS COLONY GROUP, INC. 401(K) PLAN | COMMERCE CITY CO | 382 | $13.2M | $125K |
| 9 | OHIO COUNTY HOSPITAL OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | HARTFORD KY | 703 | $19.5M | $39K |
| 10 | HURLEY PRACTICE HURLEY PRACTICE MANAGEMENT SERVICES EMPLOYEE DEFERRED COMPENSATION PLAN | FLINT MI | 255 | $3.7M | $15 |
