Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Principal* Small Cap S&P 600 Index in their Schedule of Assets, totaling $26.5M 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 | THE SAVE MART COMPANIES SAVE MART COMPANIES RETIREMENT SAVINGS PLAN | MODESTO CA | 11,855 | $993.0M | $14.4M |
| 2 | XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN OR | 3,063 | $131.5M | $2.6M |
| 3 | LOU FUSZ AUTOMOTIVE NETWORK, INC. LOU FUSZ AUTOMOTIVE NETWORK RETIREMENT SAVINGS PLAN |
EARTH CITY MO |
| 1,085 |
| $85.5M |
| $1.9M |
| 4 | BRADFORD COMPANY BRADFORD COMPANY RETIREMENT SAVINGS PLAN | HOLLAND MI | 416 | $57.0M | $1.3M |
| 5 | RCD LLC DETROIT TOOL & ENGINEERING 401(K) RETIREMENT PLAN | LEBANON MO | 79 | $15.7M | $783K |
| 6 | TEAM INDUSTRIES, INC. TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | KAUKAUNA WI | 114 | $35.7M | $714K |
| 7 | MORGAN CORP MORGAN CORP 401(K) PROFIT SHARING PLAN | DUNCAN SC | 612 | $28.5M | $674K |
| 8 | MAGNOLIA BANKING CORPORATION AND FARMERS BANK AND TRUST COMPANY FARMERS BANK AND TRUST COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MAGNOLIA AR | 390 | $31.2M | $637K |
| 9 | SCIENCE AND TECHNOLOGY CORPORATION DEFERRED SALARY PROFIT SHARING THRIFT PLAN FOR EMPLOYEES OF SCIENCE AND | HAMPTON VA | 289 | $44.6M | $571K |
| 10 | DEMA ENGINEERING CO. DEMA ENGINEERING CO. 401K PLAN | SAINT LOUIS MO | 102 | $32.3M | $563K |
