Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal SmallCap S&P 600 Index Fund Institutional Class " in their Schedule of Assets, totaling $262.4M 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 | SALESFORCE, INC. SALESFORCE 401(K) PLAN | SAN FRANCISCO CA | 36,537 | $9.1B | $262.2M |
| 2 | ONTRAK, INC. ONTRAK, INC. 401(K) PLAN | VOORHEES NJ | 106 | $7.5M | $117K |
| 3 | THE TOMORROW COMPANIES INC. TOMORROW.IO 401(K) PLAN | BOSTON MA |
| 94 |
| $4.7M |
| $78K |
