Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds MidCap Fund in their Schedule of Assets, totaling $7.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SONOVA U.S. CORPORATE SERVICES, LLC SONOVA 401(K) RETIREMENT SAVINGS PLAN | AURORA IL | 1,754 | $233.9M | $6.4M |
| 2 | SONOVA U.S. CORPORATE SERVICES, LLC SONOVA PREMIER 401(K) RETIREMENT SAVINGS PLAN | AURORA IL | 1,208 | $55.3M | $1.1M |
| 3 | EPES LOGISTICS SERVICES, INC |
GREENSBORO NC |
| 171 |
| $10.8M |
| $348K |
