Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Principal Life Insurance Company Principal Large Cap S&P 500 Index in their Schedule of Assets, totaling $31.8M 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 | GOLDEN TOUCH IMPORTS, INC. GOLDEN TOUCH IMPORTS, INC. PROFIT SHARING PLAN | NEW YORK NY | 324 | $42.3M | $10.4M |
| 2 | MMR GROUP, INC. MMR GROUP, INC. PROFIT SHARING PLAN | BATON ROUGE LA | 6,778 | $85.8M | $9.3M |
| 3 | TRESCAL, INC. TRESCAL, INC. EMPLOYEE 401(K) PLAN |
HARTLAND MI |
| 492 |
| $45.0M |
| $4.0M |
| 4 | EJF CAPITAL LLC EJF CAPITAL LLC 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 40 | $22.9M | $4.0M |
| 5 | HOUSE OF FLAVORS, INC. HOUSE OF FLAVORS, INC. EMPLOYEE RETIREMENT PLAN | LUDINGTON MI | 197 | $9.3M | $1.4M |
| 6 | TENICA AND ASSOCIATES LLC TENICA AND ASSOCIATES LLC 401(K) PLAN | CHANTILLY VA | 235 | $21.3M | $1.2M |
| 7 | TRENMOR LLC DBA LINESIGHT LINESIGHT 401(K) PLAN | NEW YORK NY | 224 | $6.4M | $434K |
| 8 | HABBERSTAD MOTORSPORT, INC. HABBERSTAD MOTORSPORT, INC. 401(K) PROFIT SHARING PLAN | HUNTINGTON STATION NY | 195 | $11.9M | $418K |
| 9 | THE ACADEMY CHARTER SCHOOL THE ACADEMY CHARTER SCHOOL 401(K) PLAN | HEMPSTEAD NY | 811 | $14.1M | $230K |
| 10 | NYC CHARTER HIGH SCHOOL FOR ARCHITECTURE, ENGINEERING & CONSTRUCTION NYC CHARTER HIGH SCHOOL FOR ARCHITECTURE, ENGINEERING & CONSTRUCTION INDUSTRIES 401(K) PLAN | BRONX NY | 143 | $3.0M | $153K |
