Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal Midcap Growth Inst in their Schedule of Assets, totaling $218K 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 | CAIRE, INC. CAIRE, INC. 401(K) PLAN | BALL GROUND GA | 432 | $41.1M | $88K |
| 2 | MEDIREVV, INC. MEDIREVV, INC. 401(K) PLAN | CORALVILLE IA | 1,350 | $19.0M | $74K |
| 3 | P & S INVESTMENT COMPANY, INC. P & S AND RELATED ENTITIES 401(K) PLAN |
| 270 |
| $12.3M |
| $57K |
