Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Inc Prin MidCap S&P 400 Idx R6 Fd in their Schedule of Assets, totaling $1.1M 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 | INSTITUTE OF INTERNAL AUDITORS INSTITUTE OF INTERNAL AUDITORS 401(K) PLAN | LAKE MARY FL | 216 | $39.7M | $850K |
| 2 | EAGLE HILL SCHOOL EAGLE HILL FOUNDATION INC. 403(B) PLAN | GREENWICH CT | 116 | $32.5M | $125K |
| 3 | KREHER STEEL COMPANY, LLC KREHER STEEL 401(K) PLAN |
MELROSE PARK IL |
| 173 |
| $16.0M |
| $79K |
