Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PRINCIPAL MIDCAP R5 Registered Investment Company in their Schedule of Assets, totaling $30.0M 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 | CATHAY GENERAL BANCORP THE CATHAY GENERAL BANCORP 401(K) PROFIT SHARING PLAN | EL MONTE CA | 1,184 | $259.6M | $14.6M |
| 2 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $12.7M |
| 3 | BERLITZ CORPORATION |
PRINCETON NJ |
| 399 |
| $74.8M |
| $2.7M |
