Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Principal Largecap S&P 500 Index in their Schedule of Assets, totaling $124.9M 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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $73.4M |
| 2 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $19.6M |
| 3 | CHICAGO WHITE SOX |
CHICAGO IL |
| 405 |
| $35.1M |
| $7.4M |
| 4 | PAR PETROLEUM, LLC WYOMING REFINING COMPANY PENSION PLAN | HOUSTON TX | 87 | $21.8M | $5.3M |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $5.0M |
| 6 | KNIGHTS OF COLUMBUS THE KNIGHTS OF COLUMBUS TAX SAVINGS INVESTMENT PLAN FOR U.S. AGENTS | NEW HAVEN CT | 852 | $42.7M | $4.9M |
| 7 | THE MILFORD BANK THE MILFORD BANK 401(K) PROFIT SHARING PLAN WITH CASH OR DEFERRED ARRANGEMENT | MILFORD CT | 90 | $23.0M | $3.0M |
| 8 | SOUTHWARK METAL MANUFACTURING CO. SOUTHWARK METAL MANUFACTURING CO. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 1,274 | $24.6M | $2.4M |
| 9 | PUTZMEISTER AMERICA, INC. PUTZMEISTER AMERICA, INC. 401(K) PLAN | STURTEVANT WI | 291 | $33.2M | $1.0M |
| 10 | FRASIER MEADOWS MANOR, INC. FRASIER MEADOWS MANOR, INC. 401(K) RETIREMENT PLAN | BOULDER CO | 233 | $11.3M | $860K |
