Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Principal MidCap Fund R-5 Class in their Schedule of Assets, totaling $741K 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 | PUBLIC MEDIA DISTRIBUTION LLC PUBLIC MEDIA DISTRIBUTION LLC 401(K) PROFIT SHARING PLAN & TRUST | ARLINGTON VA | 116 | $29.4M | $741K |
