Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Mid Cap S&P 400 Index Mutual Funds in their Schedule of Assets, totaling $1.4M 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 | COMMUNITY HEALTH SYSTEMS, INC. COMMUNITY HEALTH SERVICES OF GEORGIA PROFIT SHARING PLAN | MACON GA | 6,035 | $150.1M | $1.3M |
| 2 | RANCHO VALENCIA RESORT PARTNERS,LLC RANCHO VALENCIA RESORT & SPA 401(K) PLAN | RANCHO SANTA FE CA | 325 | $10.1M | $10K |
