Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Principal Life Insurance Company** Mid Cap S&P 400 Index in their Schedule of Assets, totaling $42.5M 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 | IBEW LOCAL NO. 347 & IOWA CHAPTER OF NECA, JOINT BOARD OF TRUSTEES IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN | TROY MI | 3,410 | $431.6M | $23.9M |
| 2 | RELATION INSURANCE, INC. RELATION INSURANCE, INC. RETIREMENT SAVINGS PLAN | OVERLAND PARK KS | 1,341 | $114.9M | $4.8M |
| 3 | UNISEA, INC. |
REDMOND WA |
| 391 |
| $52.8M |
| $3.0M |
| 4 | SOCIETY INSURANCE, A MUTUAL COMPANY SOCIETY INSURANCE 401(K) PROFIT SHARING PLAN | FOND DU LAC WI | 381 | $107.1M | $2.2M |
| 5 | KION NORTH AMERICA CORPORATION KION NORTH AMERICA CORPORATION 401K PLAN | SUMMERVILLE SC | 421 | $33.1M | $893K |
| 6 | LOMBART BROTHERS, INC. LOMBART BROTHERS, INC. 401(K) PROFIT SHARING PLAN | NORFOLK VA | 291 | $34.5M | $885K |
| 7 | NEWSPAPERS OF NEW ENGLAND, INC. NEWSPAPERS OF NEW ENGLAND, INC. 401(K) SAVINGS PLAN | CONCORD NH | 174 | $22.7M | $804K |
| 8 | TEXTILE MANAGEMENT ASSOCIATES, INC. TEXTILE MANAGEMENT ASSOCIATES, INC. 401(K) PLAN | DALTON GA | 1,538 | $36.7M | $774K |
| 9 | CONTROL DEVICES, LLC CONTROL DEVICES, LLC 401(K) PROFIT SHARING PLAN | FENTON MO | 391 | $17.7M | $769K |
| 10 | STAMBAUGH NESS, INC. STAMBAUGH NESS 401(K) PLAN | YORK PA | 178 | $32.2M | $754K |
