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 Index SA-Z Pooled Separate Account in their Schedule of Assets, totaling $6.1M 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 | FABRICUT, INC. FABRICUT, INC. 401(K) RETIREMENT PLAN | TULSA OK | 366 | $44.8M | $3.0M |
| 2 | UNIVERSAL TECHNICAL RESOURCE SERVICES, INC. UNIVERSAL TECHNICAL RESOURCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | MARLTON NJ | 340 | $46.3M | $840K |
| 3 | KASTLE SYSTEMS INTERNATIONAL LLC |
FALLS CHURCH VA |
| 703 |
| $49.2M |
| $708K |
| 4 | MORTGAGE CAPITAL TRADING, INC. MORTGAGE CAPITAL TRADING, INC. 401K PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 102 | $12.8M | $664K |
| 5 | FIRSTFLEET, INC FIRSTFLEET, INC. 401(K) PLAN | MURFREESBORO TN | 3,181 | $48.4M | $533K |
| 6 | HASC CENTER INC. HASC CENTER 401(K) SAVINGS PLAN | BROOKLYN NY | 1,978 | $14.2M | $327K |
| 7 | NEXT MOVE HEALTHCARE, INC. NEXT MOVE HEALTHCARE 401(K) PLAN | KANSAS CITY MO | 84 | $3.7M | $18K |
