Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PRINCIPAL LC SP 500 IDX R3 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARDENAS MARKETS LLC CARDENAS MARKETS LLC 401(K) PLAN | ONTARIO CA | 4,881 | $12.6M | $1.0M |
