Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal MidCap S&P 400 Index Instl Principal 0 in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NUIX NORTH AMERICA INC. NUIX NORTH AMERICA INC. 401(K) PLAN | HERNDON VA | 181 | $31.1M | $691K |
| 2 | J.J. & H., LTD. JACOBSON ASSOCIATES 401(K) PLAN | CHICAGO IL | 176 | $9.3M | $168K |
| 3 | REYNOLDS CONSTRUCTION, LLC REYNOLDS CONSTRUCTION, LLC 401(K) PLAN |
ORLEANS IN |
| 214 |
| $15.9M |
| $161K |
| 4 | GOOD SAMARITAN BOYS RANCH, INC. 403(B) PLAN FOR GOOD SAMARITAN BOYS RANCH, INC. | BRIGHTON MO | 206 | $4.2M | $22K |
| 5 | THE IRIS GROUP THE IRIS GROUP INC. 401(K) RETIREMENT SAVINGS PLAN | CARLSBAD CA | 90 | $15.4M | $4K |
