Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal LargeCap S&P 500 Index Fund in their Schedule of Assets, totaling $110.1M 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 | IBEW LOCAL UNION NO. 124 I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN | KANSAS CITY MO | 3,754 | $447.2M | $48.5M |
| 2 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $24.2M |
| 3 | I.B.E.W LOCAL UNION NO. 124 |
KANSAS CITY MO |
| 3,232 |
| $156.5M |
| $18.8M |
| 4 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN | EDMESTON NY | 943 | $82.5M | $12.4M |
| 5 | CONCORDIA LUTHERAN MINISTRIES 403(B) THRIFT PLAN FOR CONCORDIA LUTHERAN MINISTRIES CABOT, PENNSYLVANIA | CABOT PA | 3,321 | $133.6M | $3.9M |
| 6 | ARCHEM AMERICA, INC. ARCHEM AMERICA, INC. 401(K) PLAN | UPPER SANDSKY OH | 526 | $26.1M | $1.3M |
| 7 | PENINSULA INSTITUTE FOR COMMUNITY HEALTH, INC PENINSULA INSTITUTE FOR COMMUNITY HEALTH INC 403(B) PLAN | NEWPORT NEWS VA | 122 | $9.9M | $462K |
| 8 | CRISP SHARED SERVICES, INC. CRISP SHARED SERVICES, INC. 403(B) RETIREMENT READINESS PLAN | COLUMBIA MD | 192 | $7.5M | $394K |
| 9 | INVESTORS HERITAGE CAPITAL CORPORATION IHCC 401(K) RETIREMENT PLAN | FRANKFORT KY | 101 | $16.7M | $123K |
| 10 | GRIMMWAY SCHOOLS, INC. GRIMMWAY SCHOOLS, INC. 403(B) PLAN | BAKERSFIELD CA | 348 | $831K | $14K |
