Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Principal Small-Cap S&P 600 Index in their Schedule of Assets, totaling $7.7M 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 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $6.4M |
| 2 | MIDWEST REFRIGERATED SERVICES, INC. MIDWEST REFRIGERATED 401(K) PLAN | ELKHORN WI | 379 | $15.7M | $705K |
| 3 | STELLAR HEALTH MANAGEMENT, LLC STELLAR HEALTH MANAGEMENT, LLC 401(K) PLAN |
WINCHESTER MA |
| 972 |
| $12.2M |
| $277K |
| 4 | STREAM-FLO USA, INC. STREAM-FLO 401(K)PLAN | HOUSTON TX | 239 | $9.5M | $235K |
| 5 | ELECTRI-FLEX COMPANY ELECTRI FLEX COMPANY PROFIT SHARING PLAN | ROSELLE IL | 132 | $13.7M | $4K |
