Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Insurance Company Mid-Cap S&P 400 Index Account in their Schedule of Assets, totaling $1.2M 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 | YOUNG PLUMBING & HEATING CO. YOUNG PLUMBING & HEATING CO. PROFIT SHARING PLAN | WATERLOO IA | 119 | $37.4M | $821K |
| 2 | IGD INDUSTRIES, INC. IGD INDUSTRIES, INC. 401K RETIREMENT PLAN | CEDAR RAPIDS IA | 168 | $20.5M | $199K |
| 3 | HEART OF AMERICA MANAGEMENT, LLC HEART OF AMERICA 401(K) PLAN |
MOLINE IL |
| 1,132 |
| $16.1M |
| $155K |
