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 R5 Fund in their Schedule of Assets, totaling $85K 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 | HARLEM VILLAGE ACADEMY CHARTER SCHOOL HARLEM VILLAGE ACADEMY CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 198 | $16.0M | $85K |
