Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Principal Life Insurance Company** Large Cap S&P 500 Index in their Schedule of Assets, totaling $122.2M 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 NO. 347 & IOWA CHAPTER OF NECA, JOINT BOARD OF TRUSTEES IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN | TROY MI | 3,410 | $431.6M | $52.6M |
| 2 | RELATION INSURANCE, INC. RELATION INSURANCE, INC. RETIREMENT SAVINGS PLAN | OVERLAND PARK KS | 1,341 | $114.9M | $13.5M |
| 3 | UNISEA, INC. |
REDMOND WA |
| 391 |
| $52.8M |
| $9.4M |
| 4 | TEXTILE MANAGEMENT ASSOCIATES, INC. TEXTILE MANAGEMENT ASSOCIATES, INC. 401(K) PLAN | DALTON GA | 1,538 | $36.7M | $4.7M |
| 5 | IBEW LOCAL UNION 288 AND NECA IOWA CHAPTER, JOINT BOARD OF TRUSTEES IBEW LOCAL 288 RETIREMENT AND 401K PLAN | WATERLOO IA | 213 | $28.3M | $4.2M |
| 6 | ANOMATIC CORPORATION ANOMATIC CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN | NEWARK OH | 776 | $20.9M | $3.6M |
| 7 | KION NORTH AMERICA CORPORATION KION NORTH AMERICA CORPORATION 401K PLAN | SUMMERVILLE SC | 421 | $33.1M | $3.2M |
| 8 | EXCELL MARKETING, L.C. EXCELL MARKETING, L.C. PROFIT SHARING PLAN | DES MOINES IA | 489 | $29.6M | $3.1M |
| 9 | BOARD OF TRUSTEES OF THE PLUMBERS & STEAMFITTERS LOC 42 RETIREMENT PLN PLUMBERS AND STEAMFITTERS LOCAL NO 42 RETIREMENT PLAN | NORWALK OH | 558 | $26.7M | $2.8M |
| 10 | STAMBAUGH NESS, INC. STAMBAUGH NESS 401(K) PLAN | YORK PA | 178 | $32.2M | $2.6M |
