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 Smcap S&P 600 Idx R3 Fund Registered Investment Company in their Schedule of Assets, totaling $52K 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 | UNION JOINTS LLC UNION JOINTS MULTIPLE EMPLOYER PLAN | CLARKSTON MI | 546 | $9.3M | $52K |
