Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 129 U.S. retirement plans report holding Prin MidCap S&P 400 Idx SA-Z in their Schedule of Assets, totaling $195.1M 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 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $48.6M |
| 2 | TELOS CORPORATION TELOS CORPORATION SHARED SAVINGS PLAN | ASHBURN VA | 484 | $127.8M | $14.0M |
| 3 | EICHLEAY, INC. EICHLEAY, INC. PENSION AND PROFIT SHARING PLAN |
LARKSPUR CA |
| 186 |
| $85.4M |
| $10.5M |
| 4 | SEACOR PAYROLL MANAGEMENT LLC SEACOR SAVINGS PLAN | DANIA BEACH FL | 170 | $62.1M | $7.8M |
| 5 | VALCOR ENGINEERING CORPORATION VALCOR ENGINEERING CORPORATION 401(K) THRIFT SAVINGS PLAN | SPRINGFIELD NJ | 425 | $49.9M | $5.6M |
| 6 | FIRST COMMUNITY BANKSHARES, INC. FIRST COMMUNITY BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | BLUEFIELD VA | 596 | $80.7M | $5.6M |
| 7 | IVOCLAR VIVADENT, INC. IVOCLAR VIVADENT, INC. 401(K) RETIREMENT PLAN | AMHERST NY | 494 | $114.2M | $5.2M |
| 8 | QHR HEALTH, LLC DBA OVATION HEALTHCARE OVATION HEALTHCARE RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 1,121 | $37.2M | $5.1M |
| 9 | FORT HEALTHCARE, INC. FORT HEALTHCARE, INC. SAVINGS PLAN | FORT ATKINSON WI | 823 | $129.3M | $4.3M |
| 10 | HEINEN'S, INC. HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN | WARRENSVILLE HEIGHTS OH | 755 | $70.4M | $4.1M |
