Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Inc Principal Large Cap S&P 500 Index R5 Fund in their Schedule of Assets, totaling $806K 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 | ST. JOHN'S COMMUNITY SERVICES ST. JOHN'S COMMUNITY SERVICES TAX SHELTERED ANNUITY PLAN | WASHINGTON DC | 1,017 | $8.0M | $806K |
