Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Life Insurance Company Principal Mid-Cap S&P 400 Index Separate Account in their Schedule of Assets, totaling $14.2M 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 | AMERICAN SYSTEMS CORPORATION AMERICAN SYSTEMS CORPORATION EMPLOYEE SAVINGS AND SECURITY 401(K) PLAN | CHANTILLY VA | 1,619 | $232.2M | $5.7M |
| 2 | PROVIDENT BANK PROVIDENT BANK PENSION PLAN | ISELIN NJ | 82 | $55.9M | $2.8M |
| 3 | AMTECH SYSTEMS, INC. AMTECH SYSTEMS, INC. 401(K) PLAN |
TEMPE AZ |
| 149 |
| $30.0M |
| $1.5M |
| 4 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES, INC. PENSION PLAN FOR HOURLY EMPLOYEES | FORT WASHINGTON PA | 68 | $8.0M | $1.2M |
| 5 | ARDURRA GROUP, INC. ARDURRA RETIREMENT PLAN | TAMPA FL | 1,528 | $155.6M | $1.2M |
| 6 | INNOVATIVE CONCEPTS IN ENTERTAINMENT, INC. INNOVATIVE CONCEPTS IN ENTERTAINMENT, INC. 401(K) RETIREMENT PLAN | CLARENCE NY | 182 | $20.4M | $779K |
| 7 | HAMISTER GROUP, LLC HAMISTER GROUP, LLC 401(K) CO-WORKERS RETIREMENT PLAN | BUFFALO NY | 1,143 | $10.4M | $284K |
| 8 | UNITED WAY OF GREATER HOUSTON UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN | HOUSTON TX | 203 | $28.9M | $266K |
| 9 | GATEWAY-LONGVIEW, INC. DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF GATEWAY-LONGVIEW, INC. | WILLIAMSVILLE NY | 63 | $10.5M | $262K |
| 10 | STUARTCO STUARTCO 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 200 | $11.2M | $203K |
