Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Midcap Growth III Sep Acct in their Schedule of Assets, totaling $970K 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 | CHF INDUSTRIES INC CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 125 | $25.0M | $638K |
| 2 | THE GUND COMPANY, INC. THE GUND COMPANY RETIREMENT SAVINGS PLAN | ST LOUIS MO | 457 | $38.6M | $302K |
| 3 | BATTLE LUMBER COMPANY, INC. BATTLE LUMBER COMPANY 401(K) PROFIT SHARING PLAN |
WADLEY GA |
| 259 |
| $15.9M |
| $30K |
