Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Prin MidCap Growth III SA-Z in their Schedule of Assets, totaling $7.0M 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 | FINANCIAL PLUS CREDIT UNION FINANCIAL PLUS CREDIT UNION RETIREMENT PLAN | FLINT MI | 260 | $30.4M | $3.7M |
| 2 | BEDOUKIAN RESEARCH, INC. BEDOUKIAN RESEARCH, INC. 401(K) SAVINGS & PROFIT SHARING PLAN | DANBURY CT | 142 | $34.6M | $977K |
| 3 | NODAK INSURANCE COMPANY |
FARGO ND |
| 222 |
| $48.6M |
| $687K |
| 4 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $556K |
| 5 | ARCADIA BLUFFS, L.L.C. ARCADIA BLUFFS 401(K) PLAN | GRAND RAPIDS MI | 440 | $11.3M | $527K |
| 6 | US SIGNAL COMPANY US SIGNAL COMPANY 401(K) PLAN | GRAND RAPIDS MI | 439 | $29.3M | $496K |
| 7 | OILES AMERICA CORPORATION OILES AMERICA CORPORATION RETIREMENT PLAN | CONCORD NC | 128 | $12.3M | $30K |
