Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal SmallCap S&P 600 Ind Fund R-5 in their Schedule of Assets, totaling $13K 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 | SUBS ISLAND DEVELOPMENT INC. SUBS ISLAND DEVELOPMENT INC. RETIREMENT SAVINGS PLAN | SAN JUAN PR | 1,059 | $960K | $13K |
