Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors LargeCap S&P 500 Inx Inst Fund++ in their Schedule of Assets, totaling $916K 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 | SOUTHMINSTER, INC. SOUTHMINSTER RETIREMENT PLAN | CHARLOTTE NC | 431 | $13.3M | $916K |
