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 in their Schedule of Assets, totaling $425K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UDC, INC UNIVERSAL DISPLAY CORPORATION 401(K) PLAN | EWING NJ | 408 | $75.4M | $264K |
| 2 | GREGORY PHARMACEUTICAL HOLDINGS, INC. GREGORY PHARMACEUTICAL HOLDINGS 401(K) PLAN | BRISTOL TN | 247 | $13.2M | $160K |