Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Life Insurance Company Principal Mid-Cap S&P 400 Index SA-Z in their Schedule of Assets, totaling $2.2M 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 | MORTON INDUSTRIES, LLC MORTON INDUSTRIES 401(K) PLAN | MORTON IL | 682 | $23.5M | $757K |
| 2 | IRR SUPPLY CENTERS, INC. IRR SUPPLY CENTERS, INC. 401K PROFIT SHARING RETIREMENT PLAN | NORTH TONAWANDA NY | 307 | $26.0M | $545K |
| 3 | IBEW LOCAL UNION NO 226 IBEW LOCAL UNION NO 226 OPEN END DEFINED CONTRIBUTION PLAN |
TOPEKA KS |
| 843 |
| $12.0M |
| $393K |
| 4 | FLORIM USA, INC. FLORIM USA, INC. 401(K) PLAN | CLARKSVILLE TN | 383 | $14.9M | $334K |
| 5 | HABITAT AMERICA, LLC HABITAT AMERICA, LLC 401(K) PLAN | ANNAPOLIS MD | 208 | $5.2M | $185K |
