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 R6 in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON MA | 210 | $112.5M | $2.4M |
| 2 | WORLD INSURANCE ASSOCIATES LLC WORLD RETIREMENT PLAN | ISELIN NJ | 2,777 | $149.2M | $1.7M |
| 3 | HOME RUN INN, INC. HOME RUN INN, INC. 401(K) PROFIT SHARING PLAN |
WOODRIDGE IL |
| 335 |
| $12.7M |
| $80K |
| 4 | THE VITA COCO COMPANY, INC. THE VITA COCO COMPANY, INC. 401(K) PLAN | NEW YORK NY | 244 | $19.7M | $29K |
