Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Global Investors Midcap S&P 400 Index Fund in their Schedule of Assets, totaling $8.5M 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 | LOUIS DREYFUS COMPANY LLC LOUIS DREYFUS PENSION PLAN | WILTON CT | 92 | $81.7M | $6.8M |
| 2 | HEALTH MANAGEMENT SERVICES HEALTH MANAGEMENT SERVICES PENSION PLAN | LYNN MA | 337 | $18.4M | $657K |
| 3 | COVELLI ENTERPRISES, INC. COVELLI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST |
WARREN OH |
| 1,903 |
| $56.4M |
| $635K |
| 4 | GIVENS ESTATES, INC. GIVENS 403(B) MATCHING RETIREMENT PLAN | ASHEVILLE NC | 685 | $21.2M | $284K |
| 5 | COVELLI FAMILY LIMITED PARTNERSHIP COVELLI FAMILY LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | WARREN OH | 474 | $9.5M | $141K |
