Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Inc. Principal MidCap S&P 400 Index R3 Fund in their Schedule of Assets, totaling $209K 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 | SAN FRANCISCO AIDS FOUNDATION SAN FRANCISCO AIDS FOUNDATION 403(B) PLAN | SAN FRANCISCO CA | 168 | $15.5M | $209K |
