Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding PRINCIPAL MC S&P 400 IDX I in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WALKME, INC WALKME, INC 401K PLAN | SAN FRANCISCO CA | 399 | $36.3M | $811K |
| 2 | AERO OPERATING LLC AERO OPERATING LLC 401(K) PROFIT SHARING PLAN AND TRUST | WESTBURY NY | 526 | $24.4M | $774K |
| 3 | HUVEPHARMA INC. HUVEPHARMA INC 401(K) PROFIT SHARING PLAN AND TRUST |
PEACHTREE CITY GA |
| 256 |
| $45.2M |
| $667K |
| 4 | FIUME CAPITAL FIUME CAPITAL 401(K) PROFIT SHARING PLAN AND TRUST | LAS VEGAS NV | 123 | $13.4M | $494K |
| 5 | GRUBER INDUSTRIES, INC. GRUBER INDUSTRIES 401(K) PLAN | PHOENIX AZ | 135 | $4.8M | $294K |
| 6 | TRILLIUM HEALTH, INC. TRILLIUM HEALTH, INC. DEFINED CONTRIBUTION PLAN | ROCHESTER NY | 235 | $20.6M | $279K |
| 7 | TOWN FINANCIAL CORPORATION TOWN FINANCIAL CORPORATION AND OTHER RELATED COMPANIES SALARY S | NEW CASTLE IN | 131 | $15.9M | $258K |
| 8 | MYSTIC STAMP CO., INC. MYSTIC STAMP CO., INC. EMPLOYEE PENSION PLAN | CAMDEN NY | 93 | $17.2M | $219K |
| 9 | LATINA BOULEVARD FOODS LLC LATINA BOULEVARD FOODS LLC 401(K) PLAN | CHEEKTOWAGA NY | 283 | $7.7M | $202K |
| 10 | SEQUENTIAL BIODIESEL LLC CRIMSON RENEWABLE ENERGY HOLDINGS LLC 401K PLAN | DENVER CO | 386 | $9.0M | $201K |
