Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Principal* Large Cap S&P 500 Index in their Schedule of Assets, totaling $48.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN OR | 3,063 | $131.5M | $12.6M |
| 2 | MORGAN CORP MORGAN CORP 401(K) PROFIT SHARING PLAN | DUNCAN SC | 612 | $28.5M | $7.0M |
| 3 | BRADFORD COMPANY BRADFORD COMPANY RETIREMENT SAVINGS PLAN |
HOLLAND MI |
| 416 |
| $57.0M |
| $6.4M |
| 4 | CONTAINER GRAPHICS CORPORATION CONTAINER GRAPHICS CORPORATION RETIREMENT AND SAVINGS PLAN | CARY NC | 314 | $40.6M | $4.2M |
| 5 | TEXAS VETERINARY, PLLC TEXAS VETERINARY, PLLC 401(K) PLAN | AUSTIN TX | 125 | $12.3M | $3.4M |
| 6 | DEMA ENGINEERING CO. DEMA ENGINEERING CO. 401K PLAN | SAINT LOUIS MO | 102 | $32.3M | $2.7M |
| 7 | TUFF SHED, INC. TUFF SHED, INC. EMPLOYEE 401(K) PLAN | DENVER CO | 1,328 | $51.6M | $2.4M |
| 8 | RCD LLC DETROIT TOOL & ENGINEERING 401(K) RETIREMENT PLAN | LEBANON MO | 79 | $15.7M | $2.3M |
| 9 | MAGNOLIA BANKING CORPORATION AND FARMERS BANK AND TRUST COMPANY FARMERS BANK AND TRUST COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MAGNOLIA AR | 390 | $31.2M | $1.8M |
| 10 | ENVIRONMENTAL COMPLIANCE CONSULTANTS, INC. ECC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 91 | $6.9M | $1.5M |
