Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Mid-Cap S&P 400 Index Fund in their Schedule of Assets, totaling $4.5M 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 | UDC, INC UNIVERSAL DISPLAY CORPORATION 401(K) PLAN | EWING NJ | 408 | $75.4M | $950K |
| 2 | FIRST STATE BANK, GAINESVILLE, TEXAS FIRST STATE BANK 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | GAINESVILLE TX | 312 | $38.2M | $816K |
| 3 | MCKING CONSULTING CORPORATION |
FAIRFAX VA |
| 54 |
| $15.3M |
| $779K |
| 4 | PORTER PIPE & SUPPLY CO. PORTER PIPE & SUPPLY CO. 401(K) PLAN | ADDISON IL | 350 | $28.5M | $678K |
| 5 | ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 625 | $87.6M | $612K |
| 6 | WILLIAM WOODS UNIVERSITY WILLIAM WOODS UNIVERSITY 403(B) DC PLAN | FULTON MO | 276 | $21.7M | $260K |
| 7 | ALLISON-SMITH COMPANY, LLC ALLISON-SMITH COMPANY, LLC PS/401(K) PLAN | SMYRNA GA | 125 | $21.4M | $196K |
| 8 | UNITED STATES SUGAR SAVANNAH REFINERY, LLC US SUGAR SAVANNAH REFINERY 401(K) PLAN | PORT WENTWORTH GA | 445 | $56.6M | $134K |
| 9 | ENVIRONMENTAL COMPLIANCE CONSULTANTS, INC. ECC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 91 | $6.9M | $25K |
| 10 | JOHN S. CONNOR, INC. JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN | GLEN BURNIE MD | 120 | $8.0M | $5K |
