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 Mutual funds in their Schedule of Assets, totaling $683K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN GASTROENTEROLOGICAL ASSOCIATION AGA INSTITUTE RETIREMENT PLAN | BETHESDA MD | 99 | $34.6M | $540K |
| 2 | EFFECTIVE SCHOOL SOLUTIONS, LLC EFFECTIVE SCHOOL SOLUTIONS, LLC 401(K) PLAN | NEW PROVIDENCE NJ | 551 | $9.3M | $114K |
| 3 | MAGNUS TITLE AGENCY LLC |
SCOTTSDALE AZ |
| 135 |
| $6.2M |
| $28K |
