Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding s * Principal Life Insurance company Principal Large-Cap S&P 500 Index Fund in their Schedule of Assets, totaling $13.7M 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 | PIEPER-OLSON VET HOSPITAL, LLC PIEPER-OLSON VET HOSPITAL EMPLOYEES PLAN | MIDDLETOWN CT | 989 | $25.5M | $9.5M |
| 2 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $2.7M |
| 3 | GALASSO'S BAKERY GALASSO'S BAKERY 401(K) PROFIT SHARING PLAN |
MIRA LOMA CA |
| 207 |
| $12.0M |
| $1.5M |
| 4 | NATIONAL PARTNERS IN HEALTHCARE, LLC NATIONAL PARTNERS IN HEALTHCARE, LLC 401(K) PLAN | RICHARDSON TX | 482 | $50.0M | $49K |
