Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal SmallCap S&P 600 Index Instl Principal 0 in their Schedule of Assets, totaling $798K 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 | EAGLE SEVEN EAGLE SEVEN HOLDINGS, LP 401(K) PLAN & TRUST | CHICAGO IL | 119 | $30.6M | $251K |
| 2 | SERMO, INC. WORLDONE 401(K) PLAN | NEW YORK NY | 101 | $11.1M | $163K |
| 3 | REYNOLDS CONSTRUCTION, LLC REYNOLDS CONSTRUCTION, LLC 401(K) PLAN |
| 214 |
| $15.9M |
| $150K |
| 4 | FIRST BOOK FIRST BOOK 401(K) PLAN | WASHINGTON DC | 84 | $9.1M | $149K |
| 5 | J.J. & H., LTD. JACOBSON ASSOCIATES 401(K) PLAN | CHICAGO IL | 176 | $9.3M | $40K |
| 6 | MISSION BBQ MANAGEMENT, LLC MISSION BBQ 401(K) PLAN | GLEN BURNIE MD | 5,627 | $3.2M | $27K |
| 7 | SHIFT5 INC. SHIFT5 INC. 401(K) PLAN | ARLINGTON VA | 93 | $7.6M | $8K |
| 8 | LONGWOOD AT OAKMONT, INC. PRESBYTERIAN SENIORCARE NETWORK RETIREMENT PLAN | VERONA PA | 629 | $5.9M | $4K |
| 9 | THE IRIS GROUP THE IRIS GROUP INC. 401(K) RETIREMENT SAVINGS PLAN | CARLSBAD CA | 90 | $15.4M | $4K |
| 10 | IC SECURITY PRINTERS, INC. IC SECURITY PRINTERS, INC. EMPLOYEES' 401(K) | SALT LAKE CITY UT | 194 | $9.2M | $2K |
