Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds, Inc. Prin MidCap Value I Inst Fund # in their Schedule of Assets, totaling $714K 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 | ROBINS FINANCIAL CREDIT UNION THE ROBINS FINANCIAL CREDIT UNION 401(K) SAVINGS AND INVESTMENT PLAN AND | WARNER ROBINS GA | 544 | $61.3M | $712K |
| 2 | KELBERMAN CENTER, INC. KELBERMAN CENTER, INC. 403(B) PLAN | UTICA NY | 319 | $5.9M | $2K |
