Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Principal Life Insurance Company Principal Midcap S&P 400 Index Separate Account in their Schedule of Assets, totaling $4.0M 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 | ENCON UNITED COMPANY ENCON UNITED 401(K) PLAN | DENVER CO | 202 | $18.7M | $765K |
| 2 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES, INC. SAVINGS PLAN | FORT WASHINGTON PA | 724 | $57.5M | $679K |
| 3 | EJF CAPITAL LLC EJF CAPITAL LLC 401(K) PROFIT SHARING PLAN |
ARLINGTON VA |
| 40 |
| $22.9M |
| $656K |
| 4 | FOUR WINDS, INC. FOUR WINDS, INC. RETIREMENT INCOME PLAN | KATONAH NY | 695 | $56.7M | $429K |
| 5 | IOWA BEVERAGE SYSTEMS, INC. IOWA BEVERAGE SYSTEMS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | DES MOINES IA | 295 | $21.3M | $373K |
| 6 | MAHONEY FOUNDRIES, INC. MAHONEY FOUNDRIES, INC. SAVINGS AND RETIREMENT PLAN | KENDALLVILLE IN | 387 | $7.0M | $349K |
| 7 | RAM CONSTRUCTION SERVICES OF MICHIGAN, INC. RAM CONSTRUCTION SERVICES 401(K) PLAN | LIVONIA MI | 175 | $20.8M | $188K |
| 8 | FRANK FLETCHER AUTO GROUP, LLC D/B/A FRANK FLETCHER GROUP THE FRANK FLETCHER GROUP 401(K) PLAN | SHERWOOD AR | 666 | $24.0M | $158K |
| 9 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES SAVINGS PLAN FOR UNION HOURLY EMPLOYEES | FORT WASHINGTON PA | 172 | $16.7M | $149K |
| 10 | MODERN DISPOSAL SERVICES, INC. MODERN DISPOSAL SERVICES, INC. 401(K) PLAN | MODEL CITY NY | 503 | $28.2M | $131K |
