Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal Smallcap S&P 600 Index Fund in their Schedule of Assets, totaling $47.5M 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 | IBEW LOCAL UNION NO. 124 I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN | KANSAS CITY MO | 3,754 | $447.2M | $24.8M |
| 2 | I.B.E.W LOCAL UNION NO. 124 I. B. E. W. LOCAL UNION NO. 124 401(K) PLAN | KANSAS CITY MO | 3,232 | $156.5M | $10.5M |
| 3 | GARNET HEALTH MEDICAL CENTER |
MIDDLETOWN NY |
| 4,127 |
| $296.5M |
| $10.1M |
| 4 | INVESTORS HERITAGE CAPITAL CORPORATION IHCC 401(K) RETIREMENT PLAN | FRANKFORT KY | 101 | $16.7M | $491K |
| 5 | CADWELL INDUSTRIES INC. CADWELL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | KENNEWICK WA | 341 | $41.9M | $440K |
| 6 | GLENVIEW CAPITAL MANAGEMENT, LLC GLENVIEW CAPITAL MANAGEMENT LLC PROFIT SHARING TRUST | NEW YORK NY | 57 | $36.9M | $353K |
| 7 | UMH PROPERTIES, INC. UMH PROPERTIES, INC. 401(K) PLAN | FREEHOLD NJ | 496 | $34.2M | $347K |
| 8 | ARCHEM AMERICA, INC. ARCHEM AMERICA, INC. 401(K) PLAN | UPPER SANDSKY OH | 526 | $26.1M | $227K |
| 9 | DENYSE SIGNS, INC. DENYSE SIGNS, INC. 401(K) PROFIT SHARING PLAN | DOUGLASVILLE GA | 159 | $7.0M | $219K |
| 10 | PENINSULA INSTITUTE FOR COMMUNITY HEALTH, INC PENINSULA INSTITUTE FOR COMMUNITY HEALTH INC 403(B) PLAN | NEWPORT NEWS VA | 122 | $9.9M | $80K |
