Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Large Cap S&P 500 Index R5 in their Schedule of Assets, totaling $2.7M 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 | DENNISON LUBRICANTS INCORPORATED DENNISON LUBRICANTS 401(K) PLAN | LAKEVILLE MA | 157 | $10.7M | $2.1M |
| 2 | COASTLINE EAP COASTLINE EAP 403(B) RETIREMENT PLAN | WARWICK RI | 101 | $13.3M | $445K |
| 3 | POINT MORTGAGE CORPORATION POINT MORTGAGE CORPORATION 401(K) PLAN |
CHULA VISTA CA |
| 114 |
| $5.6M |
| $112K |
