Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal MidCap S&P 400 Index Fund Institutional Class in their Schedule of Assets, totaling $1.7M 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 | HENRY STREET SETTLEMENT HENRY STREET SETTLEMENT 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 582 | $32.0M | $1.1M |
| 2 | AZUL SYSTEMS, INC. AZUL SYSTEMS, INC. 401(K) PLAN | SUNNYVALE CA | 104 | $21.1M | $455K |
| 3 | ONTRAK, INC. ONTRAK, INC. 401(K) PLAN |
VOORHEES NJ |
| 106 |
| $7.5M |
| $232K |
