Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding PRINCIPAL SC SP600 IDX R3 in their Schedule of Assets, totaling $1.4M 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 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN | GRAPEVINE TX | 537 | $23.4M | $764K |
| 2 | CARDENAS MARKETS LLC CARDENAS MARKETS LLC 401(K) PLAN | ONTARIO CA | 4,881 | $12.6M | $217K |
| 3 | AMERICAN STAIR CORPORATION, INC. AMERICAN STAIR CORPORATION 401(K) EMPLOYEE RETIREMENT PLAN |
HAMMOND IN |
| 97 |
| $17.9M |
| $188K |
| 4 | MINILUXE, INC. MINILUXE, INC.401K PROFIT SHARING PLAN AND TRUST | BOSTON MA | 271 | $2.7M | $42K |
| 5 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $40K |
| 6 | KEHOE DESIGNS, INC. KEHOE DESIGNS 401(K) PLAN | CHICAGO IL | 142 | $4.1M | $37K |
| 7 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $30K |
| 8 | ROSE MEDICAL ROSE MEDICAL 401K PLAN AND TRUST | GRAND RAPIDS MI | 127 | $5.2M | $20K |
| 9 | VANNGUARD UTILITY PARTNERS, INC. VANNGUARD UTILITY PARTNERS, INC. 401(K) PLAN | DE FOREST WI | 325 | $3.6M | $15K |
| 10 | SILVER LAKE CONSTRUCTION COMPANY SILVER LAKE CONSTRUCTION COMPA 401K PROFIT SHARING PLAN AND TRU | LAS VEGAS NV | 322 | $3.8M | $14K |
