Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Mid-Cap S&P 400 Fund Pooled separate accounts in their Schedule of Assets, totaling $1.5M 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 | HANCOCK, DANIEL & JOHNSON, P.C. HANCOCK, DANIEL & JOHNSON, P.C. 401(K) RETIREMENT PLAN | GLEN ALLEN VA | 99 | $29.6M | $1.5M |
