Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Financial Principal MidCap S&P 400 Index Fund R-5 Class in their Schedule of Assets, totaling $894K 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 | TRUTH INITIATIVE TRUTH INITIATIVE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 136 | $57.4M | $894K |
