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 R5 Class Mutual fund in their Schedule of Assets, totaling $266K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAST & CREW LLC CAST & CREW 401(K) PLAN | BURBANK CA | 924 | $87.6M | $266K |
