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 Index SA-Z Principal Life Insurance Co. in their Schedule of Assets, totaling $66K 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 | PALMETTO SOLAR, LLC PALMETTO SOLAR, LLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 278 | $9.0M | $66K |
