Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal/Blackrock S&P Midcap Index CIT N in their Schedule of Assets, totaling $6.8M 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 | STOEL RIVES LLP STOEL RIVES LLP CASH BALANCE PLAN | PORTLAND OR | 177 | $41.2M | $2.5M |
| 2 | MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. 401(K) PLAN | HELENA MT | 364 | $73.2M | $1.1M |
| 3 | SOUTHERN OREGON ORTHOPEDICS, INC. SOUTHERN OREGON ORTHOPEDICS, INC. CASH BALANCE PLAN |
MEDFORD OR |
| 232 |
| $10.0M |
| $726K |
| 4 | HUSQVARNA U.S. HOLDINGS, INC. HUSQVARNA PENSION PLAN | CHARLOTTE NC | 51 | $38.3M | $591K |
| 5 | RIVER VALLEY COOPERATIVE THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | ELDRIDGE IA | 12 | $13.5M | $548K |
| 6 | FARMERS UNION COOPERATIVE THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | OSSIAN IA | 84 | $9.1M | $544K |
| 7 | ME GLOBAL INC. ME WEST CASTINGS PENSION PLAN FOR TEMPE BARGAINING UNIT EMPLOYEES | MINNEAPOLIS MN | 73 | $5.9M | $522K |
| 8 | UNITED WAY OF NEW YORK CITY DEFINED BENEFIT PLAN FOR UNITED WAY OF NEW YORK CITY | NY NY | 7 | $14.0M | $178K |
