Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Midcap High Yield Fund in their Schedule of Assets, totaling $166K 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 | NEW CASTLE STAINLESS PLATE, LLC NEW CASTLE STAINLESS PLATE, LLC. WAGE RETIREMENT INCOME PLAN FOR MEMBERS OF UAW LOCAL 729 | NEW CASTLE IN | 37 | $14.5M | $166K |
