Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Principal Midcap Fund R-6 in their Schedule of Assets, totaling $23.1M 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 | BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS | WHITE PLAINS NY | 35,585 | $2.3B | $23.1M |
