Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding MidCap S&P 400 Index Sep Acct+ in their Schedule of Assets, totaling $7.0M 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 | VTECH USA HOLDINGS, LLC VTECH USA 401(K) PLAN | TIGARD OR | 200 | $70.7M | $2.7M |
| 2 | QUALITY CARRIERS, INC. QUALITY CARRIERS, INC. 401(K) PLAN | TAMPA FL | 3,724 | $52.2M | $2.2M |
| 3 | COQUILLE ECONOMIC DEVELOPMENT CORPORATION KO-KWEL ENTERPRISES 401(K) PLAN |
NORTH BEND OR |
| 505 |
| $15.3M |
| $687K |
| 4 | THE HC COMPANIES, INC. THE HC COMPANIES, INC. 401(K) PLAN | TWINSBURG OH | 507 | $26.5M | $392K |
| 5 | KING AUTOMOTIVE MANAGEMENT LLC THE KING GROUP 401(K) PLAN | DEERFIELD BEACH FL | 354 | $36.3M | $295K |
| 6 | ZEPPELIN SYSTEMS USA, INC. ZEPPELIN SYSTEMS USA, INC. SAVINGS PLAN | ODESSA FL | 104 | $15.1M | $274K |
| 7 | CARDIOVASCULAR INSTITUTE OF CENTRAL FLORIDA, LLC CARDIOVASCULAR INSTITUTE OF CENTRAL FLORIDA, LLC 401(K) PLAN | OCALA FL | 137 | $9.1M | $138K |
| 8 | VENTURA SERVICES FL LLC VENTURA SERVICES FL LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,411 | $4.5M | $100K |
| 9 | HARRIS CHEVROLET, II, L.L.C. HARRIS CHEVROLET 401(K) PLAN | BATON ROUGE LA | 130 | $6.1M | $83K |
| 10 | AIR CENTERS OF FLORIDA, INC. AIR CENTERS OF FLORIDA, INC. EMPLOYEES 401(K) RETIREMENT PLAN | TAMPA FL | 119 | $12.9M | $79K |
