Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PRINCIPAL PRINCIPAL MDCAP S&P 400 IDX R3 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $255K 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 | AVOW HOSPICE INC. AVOW HOSPICE INC. TAX DEFERRED ANNUITY PLAN | NAPLES FL | 332 | $14.1M | $164K |
| 2 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN | SILVER SPRING MD | 508 | $6.4M | $37K |
| 3 | PLANNED PARENTHOOD GREAT RIVERS PLANNED PARENTHOOD GREAT RIVERS TSA PLAN |
ST LOUIS MO |
| 157 |
| $4.5M |
| $30K |
| 4 | CITRON HYGIENE US CORP. CITRON HYGIENE US CORP. 401K PLAN | BILLERICA MA | 90 | $3.3M | $17K |
| 5 | PLANNED PARENTHOOD GREAT RIVERS PLANNED PARENTHOOD GREAT RIVERS PENSION PLAN | ST LOUIS MO | 157 | $1.6M | $7K |
