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 R5 Registered investment company in their Schedule of Assets, totaling $970K 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 | HARKINS BUILDERS, INC. THE HARKINS GROUP EMPLOYEES 401(K) PROFIT SHARING RETIREMENT PLAN | COLUMBIA MD | 328 | $61.5M | $748K |
| 2 | HERSHEY CREAMERY COMPANY HERSHEY CREAMERY COMPANY SAVINGS PLAN | HARRISBURG PA | 809 | $50.5M | $222K |
