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 Principal Mid-Cap S&P 400 Index Fund in their Schedule of Assets, totaling $5.3M 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 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $2.1M |
| 2 | PIEPER-OLSON VET HOSPITAL, LLC PIEPER-OLSON VET HOSPITAL EMPLOYEES PLAN | MIDDLETOWN CT | 989 | $25.5M | $1.8M |
| 3 | GREATER ROCHESTER IND. PRACTICE ASSN., INC. GRIPA RETIREMENT PLAN |
ROCHESTER NY |
| 124 |
| $13.5M |
| $634K |
| 4 | JTL LEASING FLP JTL LEASING FLP 401(K) PLAN | DODGE CITY KS | 320 | $23.9M | $334K |
| 5 | GALASSO'S BAKERY GALASSO'S BAKERY 401(K) PROFIT SHARING PLAN | MIRA LOMA CA | 207 | $12.0M | $183K |
| 6 | HARDWOOD PRODUCTS COMPANY, LLC HARDWOOD PRODUCTS CO., LLC 401(K) PLAN | GUILFORD ME | 126 | $8.0M | $78K |
| 7 | ICES, INC. ICES, INC. / CONNECTICUT TRANSPORTATION SOLUTIONS, LLC 401(K) PLAN | NAUGATUCK CT | 342 | $2.7M | $62K |
| 8 | NATIONAL PARTNERS IN HEALTHCARE, LLC NATIONAL PARTNERS IN HEALTHCARE, LLC 401(K) PLAN | RICHARDSON TX | 482 | $50.0M | $9K |
