Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Principal Midcap S&P 400 Index Fund in their Schedule of Assets, totaling $34.6M 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 | IBEW LOCAL UNION NO. 124 I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN | KANSAS CITY MO | 3,754 | $447.2M | $15.3M |
| 2 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $7.0M |
| 3 | I.B.E.W LOCAL UNION NO. 124 |
KANSAS CITY MO |
| 3,232 |
| $156.5M |
| $6.7M |
| 4 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN | EDMESTON NY | 943 | $82.5M | $1.8M |
| 5 | CORNERSTONE ADVISORS OF ARIZONA LLC CORNERSTONE ADVISORS OF ARIZONA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SCOTTSDALE AZ | 208 | $34.5M | $1.1M |
| 6 | RAINING ROSE, INC. RAINING ROSE, INC. 401(K) PLAN | CEDAR RAPIDS IA | 267 | $15.7M | $683K |
| 7 | INVESTORS HERITAGE CAPITAL CORPORATION IHCC 401(K) RETIREMENT PLAN | FRANKFORT KY | 101 | $16.7M | $474K |
| 8 | DATAVAIL CORPORATION DATAVAIL CORPORATION 401K PLAN | BROOMFIELD CO | 190 | $26.0M | $422K |
| 9 | PLASTIC PRODUCTS COMPANY, INC. PLASTIC PRODUCTS COMPANY, INC. 401(K)/ PROFIT SHARING PLAN | LINDSTROM MN | 982 | $26.2M | $294K |
| 10 | ARCHEM AMERICA, INC. ARCHEM AMERICA, INC. 401(K) PLAN | UPPER SANDSKY OH | 526 | $26.1M | $272K |
