Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Principal** Mid Cap Fund in their Schedule of Assets, totaling $145.7M 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 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $94.2M |
| 2 | WAUPACA FOUNDRY, INC. WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN | WAUPACA WI | 3,285 | $599.1M | $37.2M |
| 3 | COLLETTE TRAVEL SERVICES, INC. |
PAWTUCKET RI |
| 676 |
| $77.2M |
| $3.9M |
| 4 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $3.5M |
| 5 | LONG BUILDING TECHNOLOGIES, INC. LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LITTLETON CO | 463 | $64.8M | $2.3M |
| 6 | UKROP'S SUPER MARKETS, INC. UKROP'S SAVINGS AND INVESTMENT PLAN | RICHMOND VA | 399 | $39.9M | $1.7M |
| 7 | INFOVISTA TECHNOLOGIES INC. INFOVISTA 401(K) RETIREMENT PLAN | LOWELL MA | 69 | $64.7M | $1.3M |
| 8 | LYNKER CORPORATION LYNKER CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | LEESBURG VA | 543 | $22.8M | $504K |
| 9 | GRAND HOME FURNISHINGS GRAND PIANO & FURNITURE CO. , INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | ROANOKE VA | 356 | $23.7M | $491K |
| 10 | EVEREST CLINICAL RESEARCH CORPORATION EVEREST CLINICAL RESEARCH CORPORATION 401(K) PLAN | BRIDGEWATER NJ | 186 | $15.7M | $292K |
