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 Separate Account-Z Pooled Separate Account 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 | ATS ESOP HOLDINGS, INC. ATS 401(K) PLAN | RESTON VA | 571 | $102.6M | $900K |
| 2 | MEADOWS FARMS, INC. MEADOWS FARMS, INC. 401(K) PROFIT SHARING PLAN | CHANTILLY VA | 366 | $28.1M | $368K |
| 3 | STUMPTOWN COFFEE CORPORATION STUMPTOWN COFFEE 401(K) PLAN |
PORTLAND OR |
| 222 |
| $9.0M |
| $153K |
