Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Prin MidCap S&P 400 Idx SA-R5 in their Schedule of Assets, totaling $796K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LYNCH MANAGEMENT COMPANY LYNCH MANAGEMENT COMPANY 401(K) PLAN | JACKSONVILLE FL | 119 | $17.7M | $411K |
| 2 | CASK NX LLC CASK NX LLC 401(K) PLAN | SAN DIEGO CA | 262 | $24.9M | $232K |
| 3 | THE SYSTEMS GROUP THE SYSTEMS GROUP 401(K) AND PROFIT SHARING PLAN |
EL DORADO AR |
| 1,052 |
| $23.6M |
| $95K |
| 4 | THE UNION LEAGUE CLUB THE UNION LEAGUE CLUB 401(K) PLAN | NEW YORK NY | 121 | $10.6M | $59K |
