Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Funds, Inc. Principal SmallCap S&P 600 Index Fund in their Schedule of Assets, totaling $1.3M 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 | P.A. LANDERS, INC. P.A. LANDERS, INC. RETIREMENT SAVINGS PLAN | HANOVER MA | 287 | $24.2M | $482K |
| 2 | JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES 403B PLAN | NEW YORK NY | 1,832 | $30.9M | $342K |
| 3 | NATIONAL COUNCIL OF ARCHITECTURAL |
WASHINGTON DC |
| 122 |
| $27.5M |
| $225K |
| 4 | FIRST CHOICE COMMUNITY HEALTHCARE, INC. 2FIRST CHOICE COMMUNITY HEALTHCARE 403(B) PLAN | ALBUQUERQUE NM | 343 | $26.7M | $167K |
| 5 | COMMUNITY HEALTH CENTER OF CENTRAL MISSOURI COMMUNITY HEALTH CENTER OF CENTRAL MISSOURI 403(B) PLAN | JEFFERSON CITY MO | 117 | $3.8M | $50K |
| 6 | PROGRAM DEVELOPMENT SERVICES, INC. SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PROGRAM DEVELOPMENT SERVICES, INC. | BROOKLYN NY | 326 | $8.2M | $37K |
| 7 | ASIAN AMERICANS FOR EQUALITY, INC. ASIAN AMERICANS FOR EQUALITY, INC. 403(B) PLAN | NEW YORK NY | 140 | $6.9M | $31K |
