Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Principal MidCap S&P 400 Index R5 in their Schedule of Assets, totaling $97K 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 | AUTOMOTIVE RESOURCE DEVELOPMENT GROUP, LLC FIRST TEAM AUTOMOTIVE/HAMPTON MOTOR CORPORATION 401(K) PLAN | CHESAPEAKE VA | 356 | $19.6M | $97K |
