Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $30.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Principal Mid-cap EQ FD Tier I, Principal Mid-cap EQ Fund; Tier-iv. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ACADIAN AMBULANCE SERVICE, INC. ACADIAN AMBULANCE SERVICE, INC. PROFIT SHARING 401(K) PLAN | LAFAYETTE LA | 3,388 | $197.9M | $5.6M |
| 2 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $4.3M |
| 3 | PYROTEK INCORPORATED |
SPOKANE WA |
| 639 |
| $105.2M |
| $4.0M |
| 4 | GOLDBERG SEGALLA LLP GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN | BUFFALO NY | 922 | $112.4M | $3.6M |
| 5 | SHOE CARNIVAL, INC. SHOE CARNIVAL, INC. RETIREMENT SAVINGS PLAN | EVANSVILLE IN | 3,060 | $76.1M | $2.4M |
| 6 | OTC BRANDS, INC. OTC BRANDS, INC. 401(K) RETIREMENT PLAN | RALSTON NE | 906 | $105.4M | $2.0M |
| 7 | FULLSIGHT, LLC FULLSIGHT, LLC SAFE HARBOR PLAN | WARRENDALE PA | 522 | $94.8M | $1.4M |
| 8 | GREENSTATE CREDIT UNION GREENSTATE CREDIT UNION 401(K) RETIREMENT PLAN | NORTH LIBERTY IA | 1,015 | $154.3M | $1.2M |
| 9 | ALVINE & ASSOCIATES, INC. ALVINE AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 147 | $30.1M | $1.2M |
| 10 | AMERICA II GROUP LLC AMERICA II CORP. RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 161 | $43.9M | $990K |
