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 Mutual Fund in their Schedule of Assets, totaling $767K 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 | SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 98 | $21.1M | $560K |
| 2 | HAWKINS CONSTRUCTION COMPANY HAWKINS CONSTRUCTION COMPANY EMPLOYEE PENSION BENEFIT PLAN | OMAHA NE | 243 | $32.6M | $175K |
| 3 | HILL & SMITH GROUP HOLDINGS, INC. |
COLUMBUS OH |
| 1,633 |
| $72.3M |
| $32K |