Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal LargeCap S&P 500 Idx Inst Fund Mutual Fund in their Schedule of Assets, totaling $8.5M 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 | NATIONAL RETAIL FEDERATION NATIONAL RETAIL FEDERATION 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 102 | $49.1M | $5.7M |
| 2 | DENVER BOTANIC GARDENS, INC. DENVER BOTANIC GARDENS, INC. 403(B) PLAN | DENVER CO | 258 | $23.3M | $1.5M |
| 3 | EXAGEN INC. EXAGEN INC. 401(K) PLAN |
VISTA CA |
| 216 |
| $14.3M |
| $1.3M |
