Form 5500 Search

Prin Midcap S&P 400 IDX Sa-ne

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 105 retirement plans report an interest in this investment, totaling $113.3M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
105
Reported interest (EOY)
$113.3M
Data source
DOL Form 5500 · Schedule D

Plans holding Prin Midcap S&P 400 IDX Sa-neranked by reported interest

Unlock full list (Pro)
#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1CREATIVE PLANNING LLC
CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN
OVERLAND PARK
KS
2,667$371.2M$18.7M
2PRINCIPAL FINANCIAL GROUP, INC.
THE PRINCIPAL SELECT SAVINGS PLAN
DES MOINES
IA
12,662$4.6B$17.9M
3THE SAVE MART COMPANIES
SAVE MART COMPANIES RETIREMENT SAVINGS PLAN
MODESTO
CA
11,855$993.0M$16.3M
4PLAN PROFESSIONALS, LLC
SUCCESSWISE POOLED EMPLOYER PLAN
SHREWSBURY
NJ
69,288$1.5B$15.7M
5EVERWISE CREDIT UNION
EVERWISE CREDIT UNION 401(K) PLAN
SOUTH BEND
IN
739$94.1M$4.1M
6GROSSENBURG IMPLEMENT, INC.
GROSSENBURG IMPLEMENT, INC. RETIREMENT SAVINGS PLAN
WINNER
SD
253$45.7M$3.5M
7FAIRBANKS SCALES INC.
FAIRBANKS SCALES INC. 401(K) PLAN
OVERLAND PARK
KS
483$40.3M$2.8M
8QUALITY CARRIERS, INC.
QUALITY CARRIERS, INC. 401(K) PLAN
TAMPA
FL
3,724$52.2M$2.2M
9RM ACQUISITION, LLC
RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN
BOISE
ID
80$31.5M$2.0M
10PIEPER-OLSON VET HOSPITAL, LLC
PIEPER-OLSON VET HOSPITAL EMPLOYEES PLAN
MIDDLETOWN
CT
989$25.5M$1.8M
See all 105 plans holding Prin Midcap S&P 400 IDX Sa-ne
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro
Browse the collective-trust directory or the fund holdings directory.