Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Life Insurance Co. Principal Small Cap S&P 600 Idx Sep Acct a in their Schedule of Assets, totaling $3.3M 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 | CONCRETE HOLDING COMPANY OF CALIFIORNIA, INC CONCRETE HOLDING COMPANY 401(K) RETIREMENT PLAN | ENCINO CA | 201 | $33.8M | $1.3M |
| 2 | NATIONAL CEMENT COMPANY, INC. NATIONAL SAVINGS PLAN | BIRMINGHAM AL | 178 | $46.3M | $1.3M |
| 3 | CONCRETE HOLDING COMPANY OF CALIFORNIA, INC. |
ENCINO CA |
| 114 |
| $23.8M |
| $608K |
| 4 | NATIONAL CEMENT COMPANY OF ALABAMA, INC. NATIONAL CEMENT COMPANY OF ALABAMA, INC. UNION 401(K) PLAN | BIRMINGHAM AL | 120 | $12.9M | $66K |
