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 Inst Mutual fund in their Schedule of Assets, totaling $2.0M 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 | MEDICAL SERVICES OF AMERICA, INC. MEDICAL SERVICES OF AMERICA, INC. 401(K) RETIREMENT PLAN | LEXINGTON SC | 1,349 | $47.3M | $1.5M |
| 2 | MOTIVE TECHNOLOGIES INC. MOTIVE TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 927 | $62.2M | $233K |
| 3 | GOODWILL INDUSTRIES OF CENTRAL TEXAS |
AUSTIN TX |
| 2,135 |
| $13.4M |
| $206K |
