PlanOptica

MidCap Growth Fund Institutional Class

Ticker PGWIX · CUSIP 74253Q721 · Mutual fund · Share class: Class InstlLow cost

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
13
2 with $250K or more
Dollars held
$1.7M
69,849 of 69,862 plans with fund lines hold none
Median per plan
$97K
Share of their fund dollars
0.5%

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 Instl (this page)PGWIXLow cost13$1.7M
Class R3PFPPXRetail / 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
4 plans
$4.4M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

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

Which plans hold MidCap Growth Fund Institutional Class

The largest 10 plans in each list.

Austin Powder 401(k) Profit Sharing Plan$154M plan · Austin Powder Company, OH · Principal$527K
Land Mark Electric, Inc. 401(k) Plan$14.2M plan · Land Mark Electric, Inc., CA · Nationwide$314K
Nacarato Trucks General Partnership 401(k) Plan$14.5M plan · Nacarato Trucks General Partnership, TN · Principal$207K
Caire, Inc. 401(k) Plan$46.4M plan · Caire, Inc., GA · Transamerica (Aegon)$118K
Buchanan Group, Inc. 401(k) Retirement Plan$21.6M plan · Buchanan Group, Inc., IN · American Pension Advisors$101K
Calvert Hall College of Baltimore City 403(b) Plan$29.0M plan · Calvert Hall College of Baltimore City, MD · Principal$97K
Distributing Services 401(k) Plan$26.1M plan · Paladin Capital, Inc., TN · Principal$97K
The Christian Herald Association, Inc. Tax Deferred Annuity Plan$7.9M plan · Christian Herald Association, Inc., NY · Principal$65K
Integra Group Holding, Inc. 401(k) Plan$35.4M plan · Business Integra Technology Solutions, Inc., MD · Principal$63K
P & S and Related Entities 401(k) Plan$12.3M plan · P & S Investment Company, Inc., WI · Empower$57K

Plans whose filed schedule lists MidCap Growth Fund Institutional Class.

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How the filings spell it

Show 8 names seen in the filings
  • MidCap Growth Inst Fund
  • Prin MidCap Growth Inst Fund
  • Principal Mid Cap Growth
  • Principal MidCap Growth
  • Principal MidCap Growth Fund
  • Principal MidCap Growth Fund Institutional Class
  • Principal MidCap Growth Inst
  • Principal MidCap Growth Inst Fund