Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Life Insurance Company Mid-Cap Growth in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOCIETY INSURANCE, A MUTUAL COMPANY SOCIETY INSURANCE 401(K) PROFIT SHARING PLAN | FOND DU LAC WI | 381 | $107.1M | $1.7M |
| 2 | UNISEA, INC. UNISEA 401(K) PLAN | REDMOND WA | 391 | $52.8M | $806K |
| 3 | MARKETING ALLIANCE GROUP, INC. MARKETING ALLIANCE GROUP 401K RETIREMENT PLAN |
DALTON GA |
| 1,031 |
| $21.7M |
| $510K |
| 4 | MACKIN BOOK COMPANY MACKIN EDUCATIONAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN | BURNSVILLE MN | 544 | $18.0M | $395K |
| 5 | BOARD OF TRUSTEES OF THE PLUMBERS & STEAMFITTERS LOC 42 RETIREMENT PLN PLUMBERS AND STEAMFITTERS LOCAL NO 42 RETIREMENT PLAN | NORWALK OH | 558 | $26.7M | $389K |
| 6 | MARKETING ALLIANCE GROUP, INC. MARKETING ALLIANCE GROUP 401K RETIREMENT PLAN | DALTON GA | 1,009 | $18.3M | $282K |
| 7 | MEMBERS CREDIT UNION MEMBERS CREDIT UNION 401(K) INCOME DEFERRAL PLAN | WINSTON SALEM NC | 108 | $11.2M | $27K |
| 8 | THE CYPRESS OF CHARLOTTE CLUB, INC. THE CYPRESS OF CHARLOTTE CLUB, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 239 | $3.7M | $19K |
