Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal MidCap SA-Z Pooled Separate Account in their Schedule of Assets, totaling $2.3M 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 | PBI-GORDON COMPANIES, INC PBI-GORDON COMPANIES, INC. 401(K) RETIREMENT SAVINGS PLAN | SHAWNEE KS | 506 | $33.3M | $1.2M |
| 2 | AGILITY DGS HOLDINGS, INC. AGILITY DGS 401K PLAN | ALEXANDRIA VA | 29 | $7.4M | $644K |
| 3 | ERICKSON IMMIGRATION GROUP ERICKSON IMMIGRATION GROUP RETIREMENT PLAN |
ARLINGTON VA |
| 190 |
| $16.3M |
| $375K |
