Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal MidCap Fund Institutional Class Mutual Fund in their Schedule of Assets, totaling $528K 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 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $240K |
| 2 | LENSING WHOLESALE INC. LENSING WHOLESALE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EVANSVILLE IN | 135 | $13.1M | $187K |
| 3 | SPINRITE INTERMEDIATE HOLDINGS |
WASHINGTON NC |
| 266 |
| $7.6M |
| $101K |