Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors SmallCap S&P 600 Index R3 in their Schedule of Assets, totaling $21K 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 | TLC OPERATIONS, INC. TLC OPERATIONS, INC. RETIREMENT PLAN | RALEIGH NC | 163 | $3.1M | $21K |
