Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal LargeCap S&P 500 Index Fund Institutional Class in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HENRY STREET SETTLEMENT HENRY STREET SETTLEMENT 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 582 | $32.0M | $2.4M |
| 2 | ONTRAK, INC. ONTRAK, INC. 401(K) PLAN | VOORHEES NJ | 106 | $7.5M | $735K |
