Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Mid Cap Instl. Registered Investment Company in their Schedule of Assets, totaling $169K 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 | ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE ADVANCED PHYSICAL THERAPY 401(K) PLAN | APPLETON WI | 119 | $11.0M | $120K |
| 2 | VALUE ADDED DISTRIBUTORS LLC VALUE ADDED DISTRIBUTORS, LLC 401(K) PROFIT SHARING PLAN | GREEN LAKE WI | 208 | $6.9M | $48K |
