Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Life Insurance Company Principal Smallcap S&P 600 Index Separate Account in their Schedule of Assets, totaling $5.6M 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 | MGA RESEARCH CORPORATION MGA RESEARCH CORPORATION 401(K) RETIREMENT PLAN | AKRON NY | 159 | $41.4M | $2.1M |
| 2 | HOSE MASTER, LLC HOSE MASTER PROFIT SHARING & RETIREMENT SAVINGS PLAN | CLEVELAND OH | 420 | $33.7M | $1.7M |
| 3 | ENCON UNITED COMPANY ENCON UNITED 401(K) PLAN |
DENVER CO |
| 202 |
| $18.7M |
| $581K |
| 4 | OVIVO USA LLC OVIVO 401(K) PLAN | ROUND ROCK TX | 501 | $51.7M | $348K |
| 5 | RAM CONSTRUCTION SERVICES OF MICHIGAN, INC. RAM CONSTRUCTION SERVICES 401(K) PLAN | LIVONIA MI | 175 | $20.8M | $343K |
| 6 | FOUR WINDS, INC. FOUR WINDS, INC. RETIREMENT INCOME PLAN | KATONAH NY | 695 | $56.7M | $159K |
| 7 | MODERN DISPOSAL SERVICES, INC. MODERN DISPOSAL SERVICES, INC. 401(K) PLAN | MODEL CITY NY | 503 | $28.2M | $127K |
| 8 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES SAVINGS PLAN FOR UNION HOURLY EMPLOYEES | FORT WASHINGTON PA | 172 | $16.7M | $121K |
| 9 | AA HEALTHCARE MANAGEMENT LLC AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN | SKOKIE IL | 1,184 | $5.4M | $60K |
| 10 | JT LOGISTICS SOLUTIONS, LLC JT LOGISTICS 401(K) RETIREMENT PLAN | DES MOINES IA | 319 | $4.3M | $21K |
