PlanOptica

MidCap Growth Fund R-3

Ticker PFPPX · Mutual fund · Share class: Class R3Retail / revenue sharing

Matched by tickerAll Principal fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
2
1 with $250K or more
Dollars held
$602K
69,860 of 69,862 plans with fund lines hold none
Median per plan
$592K
Share of their fund dollars
0.7%

Other share classes of this fund

3 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class InstlPGWIXLow cost13$1.7M
Class R3 (this page)PFPPXRetail / revenue sharing2$602K
Class R5PHPPXLow cost2$557K
Class R1PMSGXRetail / revenue sharing1$234K

Plans that added or dropped it from 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$288K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that dropped it after 2024 (1 plan)

Plans that dropped it after 2024
PlanYear-end value
Cherokee Health Systems, Inc. Tax Deferred Retirement Plan$50M-$250M$288K

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold MidCap Growth Fund R-3

The largest 10 plans in each list.

University School of Milwaukee Defined Contribution Retirement Plan$85.4M plan · University School of Milwaukee, WI · TIAA (Nuveen)$592K
Annapolis Life Care, Inc. Dba Ginger Cove Irc Section 403(b) Tax Deferred Annuity Plan$7.6M plan · Annapolis Life Care, Inc. Dba Ginger Cove, MD · Principal$10K

Plans whose filed schedule lists MidCap Growth Fund R-3.

How the filings spell it

Show 2 names seen in the filings
  • Principal Mid Cap Growth
  • Principal MidCap Growth R3