Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Smallcap S&P 600 Index Fund in their Schedule of Assets, totaling $138K 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 | INTERSPORT, LLC INTERSPORT, LLC 401(K) RETIREMENT PLAN | CHICAGO IL | 196 | $18.1M | $87K |
| 2 | TMS GLOBAL 403(B) RETIREMENT PLAN TMS GLOBAL 403(B) RETIREMENT PLAN | NORCROSS GA | 121 | $6.8M | $39K |
| 3 | FAMILY HEALTH CENTER, INC. FAMILY HEALTH CENTER RETIREMENT PLAN |
KALAMAZOO MI |
| 261 |
| $9.6M |
| $6K |
| 4 | ACTION PATHWAYS, INC. THE RETIREMENT PLAN FOR ACTION PATHWAYS, INC. | FAYETTEVILLE NC | 141 | $3.3M | $5K |
