Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal MidCap Fund R3 Principal 0 in their Schedule of Assets, totaling $2.5M 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 | KRAZAN & ASSOCIATES, INC. KRAZAN & ASSOC. 401(K) PROFIT SHARING PLAN | CLOVIS CA | 290 | $19.0M | $2.2M |
| 2 | PARADISE CRUISE, LTD. PARADISE CRUISE 401(K) PROFIT SHARING PLAN AND TRUST | HONOLULU HI | 170 | $8.5M | $215K |
