Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Small Cap S&P 600 Index Fund Mutual fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOOD & STRONG LLP HOOD & STRONG 401(K) PLAN | SAN FRANCISCO CA | 112 | $56.2M | $485K |
| 2 | COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE GA | 170 | $62.5M | $466K |
| 3 | MILLER HOLDINGS,INC MILLER HOLDINGS, INC. 401(K) PLAN |
BISMARCK ND |
| 152 |
| $16.8M |
| $304K |
| 4 | COOLSOFT LLC COOLSOFT LLC 401(K) PROFIT SHARING PLAN & TRUST | LOUISVILLE KY | 121 | $6.6M | $101K |
| 5 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. MONEY PURCHASE PENSION PLAN | MIDWEST CITY OK | 151 | $3.8M | $74K |
| 6 | TAK BROADBAND CA, LLC TAK BROADBAND CA, LLC 401(K) PLAN | SACRAMENTO CA | 241 | $6.3M | $49K |
| 7 | GOODWILL INDUSTRIES OF WESTERN NEW YORK, INC. GOODWILL OF WNY 401K PLAN | BUFFALO NY | 112 | $1.8M | $31K |
