Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Large Cap S&P 500 Pooled Separate Account in their Schedule of Assets, totaling $1.0M 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 | P. J. FITZPATRICK, LLC P. J. FITZPATRICK, LLC 401(K) RETIREMENT PLAN | NEW CASTLE DE | 446 | $11.0M | $597K |
| 2 | P. J. FITZPATRICK, INC. P. J. FITZPATRICK, INC. 401(K) RETIREMENT PLAN | NEW CASTLE DE | 222 | $6.4M | $411K |