Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PRINCIPAL MCAP S&P400 IDX INST Registered Investment Company in their Schedule of Assets, totaling $2.9M 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 | PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES CA | 111 | $148.2M | $2.9M |
| 2 | ALLIED PHYSICIANS INC. ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE IN | 0 | $18.6M | $13K |
