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 Small-Cap S&P 600 Index Separate Account in their Schedule of Assets, totaling $15.1M 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 | AMERICAN SYSTEMS CORPORATION AMERICAN SYSTEMS CORPORATION EMPLOYEE SAVINGS AND SECURITY 401(K) PLAN | CHANTILLY VA | 1,619 | $232.2M | $5.7M |
| 2 | ARDURRA GROUP, INC. ARDURRA RETIREMENT PLAN | TAMPA FL | 1,528 | $155.6M | $3.0M |
| 3 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES, INC. SAVINGS PLAN |
FORT WASHINGTON PA |
| 724 |
| $57.5M |
| $1.6M |
| 4 | UNITED WAY OF CENTRAL IOWA UNITED WAY OF CENTRAL IOWA 401(K) PLAN | DES MOINES IA | 659 | $33.4M | $1.3M |
| 5 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES, INC. PENSION PLAN FOR HOURLY EMPLOYEES | FORT WASHINGTON PA | 68 | $8.0M | $1.0M |
| 6 | FRANK FLETCHER AUTO GROUP, LLC D/B/A FRANK FLETCHER GROUP THE FRANK FLETCHER GROUP 401(K) PLAN | SHERWOOD AR | 666 | $24.0M | $640K |
| 7 | INNOVATIVE CONCEPTS IN ENTERTAINMENT, INC. INNOVATIVE CONCEPTS IN ENTERTAINMENT, INC. 401(K) RETIREMENT PLAN | CLARENCE NY | 182 | $20.4M | $495K |
| 8 | UNITED WAY OF GREATER HOUSTON UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN | HOUSTON TX | 203 | $28.9M | $429K |
| 9 | STUARTCO STUARTCO 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 200 | $11.2M | $326K |
| 10 | IOWA BEVERAGE SYSTEMS, INC. IOWA BEVERAGE SYSTEMS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | DES MOINES IA | 295 | $21.3M | $162K |
