Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Funds Principal Midcap Fund in their Schedule of Assets, totaling $118.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | XYLEM INC. XYLEM INC. RETIREMENT SAVINGS MASTER TRUST | WHITE PLAINS NY | — | $1.8B | $55.5M |
| 2 | XYLEM INC. XYLEM RETIREMENT SAVINGS PLAN | WHITE PLAINS NY | 8,288 | $1.8B | $54.3M |
| 3 | MILLER NASH LLP MILLER NASH LLP 401(K) PLAN | PORTLAND |
| 273 |
| $162.1M |
| $4.3M |
| 4 | DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2 | APPLETON WI | 258 | $33.7M | $1.5M |
| 5 | BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN | SEATTLE WA | 285 | $101.6M | $1.5M |
| 6 | XYLEM INC. XYLEM GOULDS PUMPS RETIREMENT SAVINGS AND INVESTMENT PLAN | WHITE PLAINS NY | 170 | $16.5M | $453K |
| 7 | XYLEM INC. XYLEM BELL & GOSSETT SAVINGS PLAN FOR HOURLY EMPLOYEES | WHITE PLAINS NY | 288 | $21.6M | $312K |
| 8 | XYLEM INC. SENSUS USA INC. UNION 401(K) PLAN | WHITE PLAINS NY | 946 | $8.3M | $246K |
| 9 | PRIORITY PRIVATE OPCO LLC D/B/A SOLLIS HEALTH OPCO SOLLIS HEALTH RETIREMENT PLAN | NEW YORK NY | 234 | $9.1M | $191K |
