Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Prin MidCap S&P 400 Idx R6 Fd in their Schedule of Assets, totaling $20.5M 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 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $13.3M |
| 2 | MORSELIFE INC. MORSELIFE TAX DEFERRED ANNUITY PLAN | WEST PALM BEACH FL | 1,307 | $25.9M | $2.9M |
| 3 | SUNSET MANOR, INC. SUNSET ASSOCIATION RETIREMENT SAVINGS PLAN |
JENISON MI |
| 370 |
| $14.3M |
| $876K |
| 4 | KISTLER INSTRUMENT CORPORATION KISTLER INSTRUMENT CORP. 401(K) PLAN | AMHERST NY | 137 | $22.4M | $606K |
| 5 | FAMILY COUNSELING CENTER FAMILY COUNSELING CENTER OF ARMSTRONG COUNTY TAX SHELTERED ANNUITY PLAN | KITTANNING PA | 192 | $22.2M | $490K |
| 6 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN | HAYS KS | 1,178 | $96.9M | $428K |
| 7 | COMMUNITY ACTION WAYNE COMMUNITY ACTION WAYNE/MEDINA RETIREMENT SAVINGS PLAN | WOOSTER OH | 132 | $8.2M | $363K |
| 8 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $283K |
| 9 | GATE 1, LTD. GATE 1, LTD. 401(K) PROFIT SHARING PLAN | FORT WASHINGTON PA | 427 | $16.6M | $253K |
| 10 | CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND WI | 236 | $18.7M | $240K |
