Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Trust Company Principal Large Cap S&P 500 Index in their Schedule of Assets, totaling $2.6M 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 | JOSEPH GALLO CHEESE COMPANY, LP DBA JOSEPH GALLO FARMS JOSEPH GALLO FARMS 401(K) PLAN | ATWATER CA | 231 | $16.8M | $1.6M |
| 2 | GALLO CATTLE COMPANY DBA JOSEPH GALLO FARMS JOSEPH GALLO FARMS 401(K) PLAN | ATWATER CA | 222 | $11.6M | $1.0M |
