Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Small Cap S&P 600 Index Mutual fund – in their Schedule of Assets, totaling $1.1M 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 | PRIMA CARE, P.C. PRIMA CARE, P. C. PROFIT SHARING PLAN | FALL RIVER MA | 642 | $86.8M | $972K |
| 2 | GOODWILL INDUSTRIES OF CENTRAL TEXAS GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN | AUSTIN TX | 2,135 | $13.4M | $132K |
| 3 | HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST |
TAMPA FL |
| 170 |
| $7.8M |
| $46K |
