Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Inc. Registered Investment Company - Prin LgCp S&P 500 Idx Inst Fd in their Schedule of Assets, totaling $1.4M 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 LEAGUE CLUB UNION LEAGUE CLUB EMPLOYEES' SAVINGS PLAN | CHICAGO IL | 228 | $14.4M | $892K |
| 2 | EDWIN B. STIMPSON COMPANY, INC. STIMPSON EMPLOYEE 401(K) PLAN | POMPANO BEACH FL | 179 | $27.1M | $489K |
