Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds, Inc. Mid Cap Value I R5 in their Schedule of Assets, totaling $240K 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 | CHILD ACTION, INC. CHILD ACTION, INC. 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA CA | 241 | $26.9M | $240K |
