Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Mid-Cap S&P 400 Index in their Schedule of Assets, totaling $11.2M 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 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $10.7M |
| 2 | GRISWOLD INDUSTRIES GRISWOLD INDUSTRIES 401(K) PROFIT SHARING RETIREMENT PLAN | COSTA MESA CA | 482 | $62.6M | $264K |
| 3 | STELLAR HEALTH MANAGEMENT, LLC |
WINCHESTER MA |
| 972 |
| $12.2M |
| $242K |
| 4 | ELECTRI-FLEX COMPANY ELECTRI FLEX COMPANY PROFIT SHARING PLAN | ROSELLE IL | 132 | $13.7M | $45K |