Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Mid Cap S&P 400 Index Pooled Separate Accounts in their Schedule of Assets, totaling $999K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $835K |
| 2 | SENIOR LIVING VII OPERATOR HOLDINGS, LLC SEDGEBROOK/MONARCH 401(K) PLAN | NAPERVILLE IL | 663 | $16.3M | $155K |
| 3 | CEMEN TECH HOLDINGS CEMEN TECH HOLDINGS 401(K) PLAN |
INDIANOLA IA |
| 149 |
| $5.8M |
| $9K |
