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 Index Fund R-3 Class in their Schedule of Assets, totaling $764K 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 | WHATEVER IT TAKES TRANSMISSION WHATEVER IT TAKES TRANSMISSION 401(K) PROFIT SHARING PLAN & TRUST | SHEPHERDSVILLE KY | 1,096 | $11.9M | $764K |
