Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mid Cap S&P 400 Index Pooled separate account in their Schedule of Assets, totaling $924K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NCM ASSOCIATES, INC. NCM ASSOCIATES, INC. ESOP/401(K) PLAN | KANSAS CITY MO | 227 | $115.1M | $819K |
| 2 | DENSITY, INC. DENSITY 401(K) PLAN | SYRACUSE NY | 59 | $5.8M | $77K |
| 3 | DUKE AERIAL, INC. DUKE AERIAL, INC. 401(K) PLAN | ATLANTIC IA |
| 273 |
| $17.0M |
| $27K |
