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 Separate Account M " in their Schedule of Assets, totaling $1.5M 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 | DRAKE SOFTWARE DRAKE SOFTWARE LLC 401(K) PLAN | FRANKLIN NC | 957 | $60.9M | $1.5M |
