Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal SmallCap S&P 600 Index Fund Registered investment company in their Schedule of Assets, totaling $1.6M 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 | COLUMBIA LUTHERAN CHARITIES DBA COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL 403(B) TAX DEFERRED ANNUITY | ASTORIA OR | 761 | $51.1M | $969K |
| 2 | COLUMBIA LUTHERAN CHARITIES DBA COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL TSA/THRIFT PLAN AND TRUST | ASTORIA OR | 659 | $28.1M | $535K |
| 3 | ARVIG ENTERPRISES, INC. |
PERHAM MN |
| 714 |
| $91.2M |
| $57K |
| 4 | INDEPENDENT PHYSICIAN ASSOCIATES DBA ALL CARE ALL CARE 401(K) PLAN | MODESTO CA | 316 | $17.2M | $23K |
