Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Mid Cap Institutional in their Schedule of Assets, totaling $2.0M 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 | AMIKIDS, INC. AMIKIDS, INC. MONEY PURCHASE PENSION PLAN | TAMPA FL | 301 | $24.3M | $1.1M |
| 2 | BOARD OF TRUSTEES OF THE MDA HEALTH PLAN MDA HEALTH PLAN | OKEMOS MI | 1,915 | $27.6M | $638K |
| 3 | BOHEMIAN HOME FOR THE AGED TABOR HILLS 401(K) PLAN |
NAPERVILLE IL |
| 171 |
| $8.4M |
| $263K |