PlanOptica

MidCap Growth Fund R-1

Ticker PMSGX · Mutual fund · Share class: Class R1Retail / 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
1
0 with $250K or more
Dollars held
$234K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$234K
Share of their fund dollars
1.8%

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 R3PFPPXRetail / revenue sharing2$602K
Class R5PHPPXLow cost2$557K
Class R1 (this page)PMSGXRetail / revenue sharing1$234K

Plans that added or dropped it from 2024 to 2025

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

No plan added or dropped this fund between 2024 and 2025.

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

Which plans hold MidCap Growth Fund R-1

The largest 10 plans in each list.

Ramco Specialties, Inc. Employees 401(k) Plan$13.3M plan · Ramco Specialties, Inc., OH · John Hancock (Manulife)$234K

Plans whose filed schedule lists MidCap Growth Fund R-1.

How the filings spell it

No other spellings recorded.