Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Life Insurance Company Principal Large-Cap Growth I SA-Z in their Schedule of Assets, totaling $6.3M 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 | SIMMONS HANLY CONROY LLP SIMMONS HANLY CONROY 401(K) PLAN | ALTON IL | 425 | $126.9M | $5.6M |
| 2 | ALTEK, INC. ALTEK, INC. 401(K) PLAN | LIBERTY LAKE WA | 156 | $7.6M | $458K |
| 3 | HABITAT AMERICA, LLC HABITAT AMERICA, LLC 401(K) PLAN | ANNAPOLIS |
| 208 |
| $5.2M |
| $228K |
| 4 | GREATER SHIELD, LLC DBA GROUND SUPPORT SERVICES GROUND SUPPORT SERVICES PREVAILING WAGE PLAN | BROOKLYN NY | 153 | $2.6M | $6K |