Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Shares of registered investment companies * THE PRINCIPAL GROUP Principal Edge Mid-cap Fund Class P in their Schedule of Assets, totaling $1.9M 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 | LA RABIDA CHILDREN'S HOSPITAL LA RABIDA EMPLOYEES RETIREMENT PLAN | CHICAGO IL | 80 | $26.8M | $1.9M |
