Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Principal MidCap Fund Class I in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POLAR OPERATIONS LLC D/B/A IMC MARKETS N.A. IMC MARKETS N.A. 401K PLAN | CHICAGO IL | 458 | $84.5M | $863K |
| 2 | IMC AMERICAS, INC. IMC AMERICAS, INC. 401(K) PLAN | CHICAGO IL | 238 | $58.2M | $494K |
| 3 | IMC AMERICAS, INC. IMC AMERICAS, INC. 401(K) PLAN |
CHICAGO IL |
| 227 |
| $34.5M |
| $296K |
