Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Global Investors International Equity Index in their Schedule of Assets, totaling $3.3M 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 | HAVER ANALYTICS, INC. HAVER ANALYTICS EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | NEW YORK NY | 104 | $49.8M | $2.9M |
| 2 | KION NORTH AMERICA CORPORATION KION NORTH AMERICA CORPORATION 401K PLAN | SUMMERVILLE SC | 421 | $33.1M | $287K |
| 3 | TECHLAB, INC. TECHLAB, INC. 401(K) PLAN |
BLACKSBURG VA |
| 146 |
| $18.7M |
| $30K |
| 4 | OCCUNET, LLC OCCUNET, LLC 401(K) PLAN | AMARILLO TX | 202 | $15.1M | $2K |
