Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Global Investors SmallCap S&P 600 Index R6 Fund++ in their Schedule of Assets, totaling $329K 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 | $198K |
| 2 | WOMEN IN NEED WOMEN IN NEED 403(B) RETIREMENT PLAN | NEW YORK NY | 783 | $8.5M | $81K |
| 3 | LIGHTING RETROFIT INTERNATIONAL,LLC LIGHTING RETROFIT INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN |
GAMBRILLS MD |
| 277 |
| $11.3M |
| $50K |
