Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal mid cap S&P 400 index separate account Pooled separate account in their Schedule of Assets, totaling $7.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRIMED MANAGEMENT CONSULTING SERVICES, INC. PRIMED MANAGEMENT CONSULTING SERVICES, INC. 401(K) PLAN | SAN RAMON CA | 672 | $148.6M | $2.9M |
| 2 | NAPLES CENTER FOR DERMATOLOGY AND COSMETIC SURGERY AQUA DERMATOLOGY 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 1,598 | $55.5M | $1.1M |
| 3 | MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. |
HERNDON VA |
| 703 |
| $42.3M |
| $1.0M |
| 4 | DON ROBERTO JEWELERS INC DRJ 401(K) | SAN CLEMENTE CA | 578 | $15.1M | $749K |
| 5 | LRN CORPORATION LRN CORPORATION RETIREMENT PLAN | NEW YORK NY | 86 | $23.8M | $686K |
| 6 | MARIANI PACKING COMPANY, INC. MARIANI PACKING COMPANY, INC. PROFIT SHARING 401(K) PLAN | VACAVILLE CA | 413 | $26.4M | $584K |
| 7 | SOUTH 49 HOLDINGS, LTD. SOUTH 49 HOLDINGS LTD. 401(K) PLAN | TUPMAN CA | 132 | $13.1M | $304K |
| 8 | CLK HR ACQUISITION, LLC CLK HR ACQUISITION, LLC 401(K) PROFIT SHARING PLAN | THOUSAND PALMS CA | 317 | $3.7M | $262K |
