Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Life Insurance Company Mid-Cap Separate Account in their Schedule of Assets, totaling $5.4M 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 | MENORAH CAMPUS MENORAH CAMPUS DEFINED BENEFIT PLAN | GETZVILLE NY | 94 | $5.9M | $1.3M |
| 2 | LOEKS THEATRES, INC. LOEKS THEATRES, INC. 401(K) PLAN | GRAND RAPIDS MI | 238 | $13.1M | $933K |
| 3 | CONCOURSE HOTEL INC HOTEL EMPLOYEES RETIREMENT SAVINGS PLAN |
MINNETONKA MN |
| 541 |
| $13.5M |
| $912K |
| 4 | ROYAL NEIGHBORS OF AMERICA ROYAL NEIGHBORS OF AMERICA 401(K) RETIREMENT PLAN | ROCK ISLAND IL | 155 | $34.3M | $832K |
| 5 | COORDINATED SERVICES MANAGEMENT, INC. COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ROANOKE VA | 1,299 | $9.4M | $565K |
| 6 | RANGE REGIONAL HEALTH SERVICES RETIREMENT PLAN FOR EMPLOYEES OF RANGE REGIONAL HEALTH SERVICES | HIBBING MN | 67 | $51.3M | $543K |
| 7 | PROFESSIONAL SOFTWARE ENGINEERING, INC. PROSOFT EMPLOYEE SAVINGS & PROTECTION PLAN | VIRGINIA BEACH VA | 44 | $14.1M | $379K |
