Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Mid-Cap Fund CL R6 in their Schedule of Assets, totaling $2.6M 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 | ENV SERVICES, INC. ENV 401K PLAN | HATFIELD PA | 149 | $14.1M | $1.8M |
| 2 | GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 225 | $75.3M | $803K |
| 3 | INSTITUTE FOR SUPPLY MANAGEMENT INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN |
TEMPE AZ |
| 57 |
| $13.1M |
| $101 |
