Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AULIC Principal Mid Cap S&P 400 Index R3 in their Schedule of Assets, totaling $164K 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 | AVOW HOSPICE INC. AVOW HOSPICE INC. TAX DEFERRED ANNUITY PLAN | NAPLES FL | 332 | $14.1M | $164K |
