Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds, Inc. Prin LgCap S&P 500 Idx R5 Fund # in their Schedule of Assets, totaling $3.0M 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 | ROBINS FINANCIAL CREDIT UNION THE ROBINS FINANCIAL CREDIT UNION 401(K) SAVINGS AND INVESTMENT PLAN AND | WARNER ROBINS GA | 544 | $61.3M | $3.0M |
