Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Funds, Inc. Principal MidCap S&P 400 Index Fund in their Schedule of Assets, totaling $2.2M 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 | JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES 403B PLAN | NEW YORK NY | 1,832 | $30.9M | $962K |
| 2 | MODERN INDUSTRIES, INC. MODERN INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN | PHOENIX AZ | 665 | $51.1M | $482K |
| 3 | P.A. LANDERS, INC. |
HANOVER MA |
| 287 |
| $24.2M |
| $313K |
| 4 | NATIONAL COUNCIL OF ARCHITECTURAL NATIONAL COUNCIL OF ARCHITECTURAL REGISTRATION BOARDS 401(K) PLAN | WASHINGTON DC | 122 | $27.5M | $203K |
| 5 | PROGRAM DEVELOPMENT SERVICES, INC. SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PROGRAM DEVELOPMENT SERVICES, INC. | BROOKLYN NY | 326 | $8.2M | $146K |
| 6 | COMMUNITY HEALTH CENTER OF CENTRAL MISSOURI COMMUNITY HEALTH CENTER OF CENTRAL MISSOURI 403(B) PLAN | JEFFERSON CITY MO | 117 | $3.8M | $48K |
| 7 | ASIAN AMERICANS FOR EQUALITY, INC. ASIAN AMERICANS FOR EQUALITY, INC. 403(B) PLAN | NEW YORK NY | 140 | $6.9M | $26K |
