Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Global Investors SmallCap S&P 600 Index Fund " in their Schedule of Assets, totaling $4.2M 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 | LOUIS DREYFUS COMPANY LLC LOUIS DREYFUS PENSION PLAN | WILTON CT | 92 | $81.7M | $3.4M |
| 2 | COVELLI ENTERPRISES, INC. COVELLI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | WARREN OH | 1,903 | $56.4M | $407K |
| 3 | GIVENS ESTATES, INC. GIVENS 403(B) MATCHING RETIREMENT PLAN |
ASHEVILLE NC |
| 685 |
| $21.2M |
| $292K |
| 4 | COVELLI FAMILY LIMITED PARTNERSHIP COVELLI FAMILY LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | WARREN OH | 474 | $9.5M | $135K |
