Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal MidCap S&P 400 Index Fund Mutual fund in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILLIAMS LUMBER INC. WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN | RHINEBECK NY | 322 | $14.2M | $657K |
| 2 | RED DEVELOPMENT, LLC RED DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 85 | $18.8M | $550K |
| 3 | INTEGRATECOM INC INTEGRATECOM INC 401(K) PROFIT SHARING PLAN & TRUST |
PHOENIX AZ |
| 121 |
| $10.8M |
| $381K |
| 4 | THE WILLISTON NORTHAMPTON SCHOOL THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EASTHAMPTON MA | 201 | $56.0M | $319K |
| 5 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $291K |
| 6 | GLOBAL POVERTY PROJECT, INC. GLOBAL CITIZEN 403(B) PLAN | NEW YORK NY | 85 | $5.5M | $46K |
| 7 | KEIRO NORTHWEST KEIRO NORTHWEST 403(B) PLAN | SEATTLE WA | 62 | $3.7M | $25K |
| 8 | POMPERAUG WOODS, INC. POMPERAUG WOODS, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX DEFERRED ANNUITY PLAN | SOUTHBURY CT | 172 | $3.2M | $18K |
