Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Inc. Mid Cap S&P 400 Index Fund in their Schedule of Assets, totaling $726K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREEN KEY OF DELAWARE LLC GREEN KEY 401(K) PLAN | NEW YORK NY | 292 | $20.8M | $719K |
| 2 | THE CENTER FOR AUTISM THE CENTER FOR AUTISM 403(B) PLAN | PHILADELPHIA PA | 142 | $4.6M | $7K |