Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Global Investors Mid Cap S&P 400 Index Separate Account Z in their Schedule of Assets, totaling $1.5M 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 | ALLIED IRISH BANKS, PLC THE ALLIED IRISH BANK PENSION PLAN AND TRUST | NEW YORK NY | 13 | $29.0M | $1.3M |
| 2 | GRIFFITH COMPANY GRIFFITH COMPANY SAVINGS PLAN | BREA CA | 276 | $15.3M | $147K |
