Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Global Investors Mid Cap S&P 400 Index Fund in their Schedule of Assets, totaling $2.7M 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 | PULSE ELECTRONICS CORPORATION TECHNITROL, INC. RETIREMENT PLAN | SAN DIEGO CA | 0 | $30.1M | $1.8M |
| 2 | KURIYAMA OF AMERICA KURIYAMA OF AMERICA EMPLOYEES RETIREMENT PLAN | SCHAUMBURG IL | 369 | $34.4M | $350K |
| 3 | OURFAMILYWIZARD, LLC OURFAMILYWIZARD, LLC 401(K) PLAN |
MINNEAPOLIS MN |
| 121 |
| $8.8M |
| $312K |
| 4 | O'ROURKE BROS., INC. O'ROURKE BROS., INC. 401(K) PROFIT SHARING PLAN | DAVENPORT IA | 103 | $18.9M | $288K |
