Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal Small Cap S&P 600 Index Fund in their Schedule of Assets, totaling $470K 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 | PERFECTION SERVO HYDRAULICS, INC. PERFECTION SERVO HYDRAULICS, INC. 401(K) AND PROFIT SHARING PLAN | BATAVIA IL | 107 | $19.3M | $326K |
| 2 | ROECHLING INDUSTRIAL CLEVELAND ROECHLING INDUSTRIAL CLEVELAND 401(K) RETIREMENT PLAN | CLEVELAND OH | 179 | $17.3M | $125K |
| 3 | THE SUPER DENTISTS, INC. |
SAN DIEGO CA |
| 216 |
| $8.7M |
| $20K |
