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 Institutional Class in their Schedule of Assets, totaling $2.2M 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 | BELLE TIRE DISTRIBUTORS, INC. BELLE TIRE DISTRIBUTORS, INC. 401(K) SALARY REDUCTION PLAN & TRUST | SOUTHFIELD MI | 3,119 | $83.0M | $1.1M |
| 2 | QUIDEL CORPORATION QUIDEL SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 1,680 | $125.9M | $1.0M |
| 3 | HANKYU HANSHIN EXPRESS (USA) INC. |
WOOD DALE IL |
| 200 |
| $8.8M |
| $59K |