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 600 Index R5 Fund in their Schedule of Assets, totaling $3.8M 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 | MIDWAY PRODUCTS GROUP, INC. MIDWAY PRODUCTS GROUP, INC. 401(K) PLAN | MONROE MI | 1,611 | $112.2M | $3.8M |
