Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Mid Cap S&P 400 Index SA-Z in their Schedule of Assets, totaling $1.6M 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 | AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC. AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC. 401K PLAN | VALHALLA NY | 235 | $27.4M | $506K |
| 2 | RDR, INC. RDR, INC. 401(K) PROFIT SHARING PLAN | CHANTILLY VA | 152 | $23.2M | $469K |
| 3 | THE KENJYA-TRUSANT GROUP, LLC |
COLUMBIA MD |
| 69 |
| $14.8M |
| $243K |
| 4 | GRANITE LOGISTIC SERVICES, LLC GRANITE LOGISTICS 401(K) PLAN | SARTELL MN | 126 | $13.6M | $189K |
| 5 | ATLANTIS MARINE WORLD LLC ATLANTIS MARINE WORLD 401(K) | RIVERHEAD NY | 154 | $6.4M | $146K |
| 6 | CHURCHILL OPCO HOLDING LLC CHURCHILL OPCO HOLDING LLC 401(K) PLAN | ROBBINSVILLE NJ | 697 | $9.2M | $3K |
