Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PRINCIPAL PRINCIPAL SMCAP S&P 600 IDX R3 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $531K 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 | UNIFIED GROUP SERVICES INC. UNIFIED GROUP SERVICES 401K RETIREMENT PLAN | ANDERSON IN | 180 | $7.7M | $494K |
| 2 | PLANNED PARENTHOOD GREAT RIVERS PLANNED PARENTHOOD GREAT RIVERS TSA PLAN | ST LOUIS MO | 157 | $4.5M | $30K |
| 3 | PLANNED PARENTHOOD GREAT RIVERS |
ST LOUIS MO |
| 157 |
| $1.6M |
| $8K |
