Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Midcap Separate Account - Z in their Schedule of Assets, totaling $55.2M 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 | SUNBELT RENTALS, INC. SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN | FORT MILL SC | 18,710 | $1.2B | $22.2M |
| 2 | PORTS AMERICA SHARED SERVICES, INC THE SAVINGS AND GROWTH PLAN FOR PORTS AMERICA GROUP AND AFFILIATES | CHANDLER AZ | 1,493 | $274.9M | $12.5M |
| 3 | PORTS AMERICA |
CHANDLER AZ |
| 1,159 |
| $243.7M |
| $10.5M |
| 4 | HERBALIFE INTERNATIONAL OF AMERICA, INC. HERBALIFE INTERNATIONAL OF AMERICA, INC. EMPLOYEES 401(K) PROFIT SHARING | TORRANCE CA | 2,229 | $416.9M | $10.0M |