Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Prin MidCap S&P 400 Idx SA-I4 in their Schedule of Assets, totaling $4.8M 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 | KLINGER COMPANIES, L.L.C. KLINGER COMPANIES, L.L.C. 401(K) PLAN | SIOUX CITY IA | 394 | $70.3M | $4.0M |
| 2 | BGDC DISTRIBUTION LLC BGDC DISTRIBUTION LLC 401(K) PLAN | FOREST PARK GA | 320 | $18.8M | $631K |
| 3 | WILLIAM A. FRASER, INC. D/B/A FRASER BUSINESS FRASER BUSINESS EQUIPMENT SALARY DEFERRAL PLAN |
READING PA |
| 174 |
| $14.6M |
| $194K |
