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 Sep Acct+ in their Schedule of Assets, totaling $184K 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 | STAFFORD-SMITH INC STAFFORD-SMITH, INC. RETIREMENT AND SALARY DEFERRAL PLAN | KALAMAZOO MI | 310 | $13.4M | $146K |
| 2 | NOOM, INC. NOOM, INC. 401(K) PLAN | PRINCETON NJ | 538 | $26.8M | $21K |
| 3 | LOENBRO, LLC. LOENBRO, LLC 401(K) PLAN | BLACK EAGLE |
| 1,477 |
| $17.3M |
| $16K |