Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Mid Cap S&P 400 Index Fund Pooled separate account - in their Schedule of Assets, totaling $27.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HCL AMERICA INC HCL AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 20,206 | $1.5B | $18.8M |
| 2 | SAMARITAN'S PURSE SAMARITAN'S PURSE 401(K) RETIREMENT PLAN | BOONE NC | 2,221 | $180.6M | $4.7M |
| 3 | LOUIS DREYFUS COMPANY LLC LOUIS DREYFUS RETIREMENT SAVINGS PLAN |
WILTON CT |
| 1,115 |
| $287.0M |
| $2.8M |
| 4 | STOCKBRIDGE CAPITAL GROUP, LLC STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN | SAN FRANCISCO CA | 164 | $56.8M | $1.1M |
| 5 | BANK OF THE SIERRA BANK OF THE SIERRA SAVINGS PLAN | PORTERVILLE CA | 472 | $42.4M | $111K |
| 6 | THE BOBRICK CORPORATION THE BOBRICK CORPORATION PROFIT SHARING RETIREMENT PLAN | NORTH HOLLYWOOD CA | 688 | $78.7M | $44K |
| 7 | ENERCORP ENGINEERED SOLUTIONS, LLC ENERCORP 401(K) PLAN | THE WOODLANDS TX | 254 | $8.8M | $28K |
| 8 | BARTELS LUTHERAN HOME CORPORATION DBA BARTELS LUTHERAN RETIREMENT COMM BARTELS LUTHERAN HOME RETIREMENT COMMUNITY 401(K) PLAN | WAVERLY IA | 183 | $3.8M | $11K |
| 9 | LOS POBLANOS LLLP LOS POBLANOS 401(K) PROFIT SHARING PLAN | LOS RANCHOS NM | 302 | $3.3M | $4K |
