Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Global Investors Large Cap S&P 500 Index Fund in their Schedule of Assets, totaling $9.5M 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 | KURIYAMA OF AMERICA KURIYAMA OF AMERICA EMPLOYEES RETIREMENT PLAN | SCHAUMBURG IL | 369 | $34.4M | $2.7M |
| 2 | PULSE ELECTRONICS CORPORATION TECHNITROL, INC. RETIREMENT PLAN | SAN DIEGO CA | 0 | $30.1M | $2.0M |
| 3 | O'ROURKE BROS., INC. O'ROURKE BROS., INC. 401(K) PROFIT SHARING PLAN |
DAVENPORT IA |
| 103 |
| $18.9M |
| $2.0M |
| 4 | HEALTH MANAGEMENT SERVICES HEALTH MANAGEMENT SERVICES PENSION PLAN | LYNN MA | 337 | $18.4M | $1.5M |
| 5 | OURFAMILYWIZARD, LLC OURFAMILYWIZARD, LLC 401(K) PLAN | MINNEAPOLIS MN | 121 | $8.8M | $1.2M |
