Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal/BlackRock** S&P MidCap Index in their Schedule of Assets, totaling $7.9M 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 | SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES | DRAPER UT | 550 | $208.9M | $5.1M |
| 2 | TRUSTEES OF THE SEATTLE SYMPHONY PLAYERS PENSION PLAN SEATTLE SYMPHONY PLAYERS PENSION PLAN | SEATTLE WA | 85 | $29.7M | $1.5M |
| 3 |
DURYEA PA |
| 969 |
| $62.2M |
| $1.2M |
| 4 | LEANIN' TREE, INC. LEANIN' TREE INC. 401(K) PLAN | BOULDER CO | 134 | $11.3M | $37K |
