Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal MidCap S&P 400 Index Fund R-3 Class Mutual Funds in their Schedule of Assets, totaling $454K 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 | COPPER STATE BOLT & NUT CO., INC. COPPER STATE BOLT & NUT CO., INC. 401(K) PLAN | PHOENIX AZ | 636 | $28.5M | $454K |
