Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Principal** SmallCap S&P 600 Index Separate Account in their Schedule of Assets, totaling $99.2M 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 | BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS DISTRICT NO. 9 PENSION PLAN | PORTLAND OR | 31,265 | $2.5B | $75.8M |
| 2 | MULTIPLAN, INC. MULTIPLAN, INC. 401(K) PLAN | NAPERVILLE IL | 2,790 | $422.6M | $7.5M |
| 3 | OTC BRANDS, INC. OTC BRANDS, INC. 401(K) RETIREMENT PLAN |
RALSTON NE |
| 971 |
| $99.4M |
| $4.6M |
| 4 | AMERICAN REGENT, INC. AMERICAN REGENT, INC. 401(K) AND PROFIT SHARING PLAN | SHIRLEY NY | 1,376 | $255.2M | $4.3M |
| 5 | DRAKE SOFTWARE DRAKE SOFTWARE LLC 401(K) PLAN | FRANKLIN NC | 957 | $60.9M | $2.1M |
| 6 | DS ADMIRAL BIDCO, LLC DBA TAXWELL TAXWELL 401(K) PLAN | FRANKLIN NC | 957 | $69.5M | $1.7M |
| 7 | FARMER BROS. CO. FARMER BROS. CO. 401(K) PLAN | FORT WORTH TX | 910 | $103.5M | $608K |
| 8 | YORK WALLCOVERINGS, INC. YORK DESIGN GROUP 401(K) PLAN | YORK PA | 405 | $44.4M | $512K |
| 9 | CLARK RESTAURANT SERVICE, INC. CRS ONESOURCE RETIREMENT SAVINGS PLAN | OWENSBORO KY | 187 | $21.1M | $493K |
| 10 | RISEIT SOLUTIONS, INC. THE RISEIT 401(K) PLAN | ADDISON TX | 294 | $15.0M | $309K |
