Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Midcap Inst in their Schedule of Assets, totaling $2.6M 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 | POND REALTY COMPANY DBA JOSEPH MANAGEMENT JOSEPH MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN AND TRUST | CINCINNATI OH | 831 | $47.8M | $1.7M |
| 2 | POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER MA | 1,905 | $102.4M | $467K |
| 3 | COG MARKETERS, LTD COG MARKETERS, LTD EMPLOYEES SAVINGS TRUST |
ST. JOHNS MI |
| 133 |
| $24.5M |
| $402K |
| 4 | HIGHPOINT DIGITAL, INC. HIGHPOINT 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 134 | $30.3M | $56 |
