Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Midcap S&P 400 Index Mutual fund in their Schedule of Assets, totaling $518K 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 | HAWS CORPORATION HAWS RETIREMENT PLAN | SPARKS NV | 159 | $26.5M | $467K |
| 2 | CLEVELAND UNIVERSITY - KANSAS CITY CLEVELAND UNIVERSITY - KANSAS CITY EMPLOYEES RETIREMENT PLAN | OVERLAND PARK KS | 123 | $8.0M | $52K |