Congress Holdings

Most held

PLFIX

Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Derek Tran CA-45 Member The Tran Firm, Inc. 401(k) (Principal) โ‡’ Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl (PLFIX) MF $15,001 - $50,000 August 13, 2026
filing 10074943, p. 4

How the count is made: see Most held.