Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Trust Company Fidelity 500 Index Fund in their Schedule of Assets, totaling $13.8M 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 | CAPSPECIALTY, INC. CAPSPECIALTY, INC. 401(K) PLAN | MIDDLETON WI | 322 | $73.2M | $10.9M |
| 2 | AMSCO WINDOWS AMSCO WINDOWS 401(K) PLAN | SALT LAKE CTY UT | 444 | $20.0M | $1.3M |
| 3 | AWP, INC. AWP, INC. 401(K) PLAN | NORTH CANTON OH |
| 6,208 |
| $26.4M |
| $1.1M |
| 4 | PAPICH CONSTRUCTION COMPANY, INC. PAPICH CONSTRUCTION COMPANY, INC. RETIREMENT SAVINGS PLAN | ARROYO GRANDE CA | 451 | $11.4M | $499K |
