Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Small Cap S&P 600 Index Mutual Funds in their Schedule of Assets, totaling $715K 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 | COMMUNITY HEALTH SYSTEMS, INC. COMMUNITY HEALTH SERVICES OF GEORGIA PROFIT SHARING PLAN | MACON GA | 6,035 | $150.1M | $681K |
| 2 | GOODWIN MANAGEMENT, INC. GOODWIN MANAGEMENT, INC. 401(K) PLAN | AUSTIN TX | 501 | $5.0M | $33K |
