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 Registered investment company in their Schedule of Assets, totaling $14K 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 | PLAZA MOTORS LLC PLAZA MOTORS LLC 401(K) PROFIT SHARING PLAN & TRUST | BROOKLYN NY | 232 | $3.7M | $12K |
| 2 | TRUE NORTH CLASSICAL ACADEMY, INC. TRUE NORTH CLASSICAL ACADEMY, INC. 401(K) PLAN | MIAMI FL | 272 | $1.9M | $2K |