Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Principal Midcap S&P 400 Index in their Schedule of Assets, totaling $33.9M 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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $14.1M |
| 2 | NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN | PROVO UT | 1,383 | $237.2M | $10.3M |
| 3 | PAR PETROLEUM, LLC WYOMING REFINING COMPANY PENSION PLAN |
HOUSTON TX |
| 87 |
| $21.8M |
| $1.3M |
| 4 | AUSTIN MUTUAL INSURANCE COMPANY AUSTIN MUTUAL INSURANCE COMPANY RETIREMENT PLAN | JACKSONVILLE FL | 0 | $18.9M | $1.1M |
| 5 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $989K |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $965K |
| 7 | SCIENCE AND TECHNOLOGY CORPORATION DEFERRED SALARY PROFIT SHARING THRIFT PLAN FOR EMPLOYEES OF SCIENCE AND | HAMPTON VA | 289 | $44.6M | $923K |
| 8 | SCHUTZ CONTAINER SYSTEMS, INC. SCHUTZ CONTAINER SYSTEMS, INC. EMPLOYEE'S 401(K) RETIREMENT PLAN | NORTH BRANCH NJ | 824 | $40.8M | $602K |
| 9 | BROWN STRAUSS, INC. BROWN STRAUSS, INC. 401(K) SAVINGS PLAN | AURORA CO | 207 | $30.2M | $526K |
| 10 | FORWARD FINANCING LLC FORWARD FINANCING LLC RETIREMENT PLAN | BOSTON MA | 202 | $18.3M | $493K |
