Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PRINCIPAL MIDCAP R3 in their Schedule of Assets, totaling $458K 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 | STORFLEX HOLDINGS INC STORFLEX HOLDINGS 401 (K) | CORNING NY | 84 | $1.2M | $206K |
| 2 | QUALITY MANAGEMENT RESOURCES,INC QUALITY MANAGEMENT RESOURCES I 401K PROFIT SHARING PLAN & TRUST | LAFAYETTE LA | 77 | $3.1M | $180K |
| 3 | POTOMACWAVE CONSULTING POTOMACWAVE CONSULTING 401K |
ALEXANDRIA VA |
| 148 |
| $11.5M |
| $51K |
| 4 | ABA PROGRAMMING INC ABA PROGRAMMING INC 401K PROFIT SHARING PLAN & TRUST | INDIANAPOLIS IN | 221 | $5.2M | $21K |