Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Small Cap S&P 500 Index in their Schedule of Assets, totaling $3K 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 | LM SERVICES CORPORATION LM SERVICES RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 2,882 | $9.3M | $3K |
