Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PRINCIPAL SM CAP SP600 IDX R5 in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOFT COMPUTER CONSULTANTS, INC. NEW HORIZONS 401(K) PLAN | CLEARWATER FL | 526 | $99.3M | $642K |
| 2 | BALFOUR BEATTY INVESTMENTS INC BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN | MALVERN PA | 1,417 | $47.1M | $456K |
| 3 | ONE NETWORK ENTERPRISES ONE NETWORK ENTERPRISES, INC. 401(K) PS PLAN & TRUST |
DALLAS TX |
| 230 |
| $13.8M |
| $448K |
| 4 | QUALITY MANAGEMENT RESOURCES,INC QUALITY MANAGEMENT RESOURCES I 401K PROFIT SHARING PLAN & TRUST | LAFAYETTE LA | 77 | $3.1M | $1K |
