Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Midcap S&P 400 Index R4 Fund in their Schedule of Assets, totaling $562K 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 | SOURCE CODE HOLDINGS LLC SOURCE CODE HOLDINGS LLC 401(K) PLAN | NORWOOD MA | 318 | $34.7M | $562K |
