Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Principal Life Insurance Company Prin lgCp S&P 500 Index SA-Z in their Schedule of Assets, totaling $90.1M 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 | KNOXVILLE TVA EES CREDIT UNION KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN | KNOXVILLE TN | 305 | $41.3M | $11.9M |
| 2 | KAPSCH TRAFFICCOM USA, INC. KAPSCH TRAFFICCOM 401(K) PLAN | DULUTH GA | 615 | $84.8M | $11.8M |
| 3 | PEPPERL FUCHS, INC. PEPPERL + FUCHS, INC. PROFIT SHARING RETIREMENT SAVINGS PLAN |
TWINSBURG OH |
| 330 |
| $56.2M |
| $11.2M |
| 4 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN | NASHVILLE TN | 614 | $142.0M | $8.3M |
| 5 | NIPPON EXPRESS U.S.A., INC. NIPPON EXPRESS U.S.A. GROUP PENSION PLAN | WOOD DALE IL | 197 | $121.5M | $7.1M |
| 6 | STG INTERNATIONAL, INC. STG INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | ARLINGTON VA | 944 | $61.6M | $6.8M |
| 7 | THE HILLER COMPANIES, LLC. THE HILLER COMPANIES DEFINED CONTRIBUTION PLAN | MOBILE AL | 1,785 | $69.4M | $6.5M |
| 8 | BUILDERTREND SOLUTIONS, INC. BUILDERTREND SOLUTIONS, INC. 401(K) PLAN | OMAHA NE | 805 | $51.9M | $5.1M |
| 9 | WM. B. MORSE LUMBER CO. WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 114 | $15.5M | $4.4M |
| 10 | ELECTRONIC TRANSACTION CONSULTANTS, LLC ELECTRONIC TRANSACTION CONSULTANTS 401(K) PROFIT SHARING PLAN | FRISCO TX | 238 | $39.8M | $4.2M |
