Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Mid Cap Fund Mutual fund in their Schedule of Assets, totaling $8.0M 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 | ELIASSEN GROUP, LLC. ELIASSEN GROUP, LLC 401(K) PLAN | READING MA | 2,790 | $137.0M | $3.6M |
| 2 | MAC ARTHUR CO MAC ARTHUR CO. 2015 AMENDED AND RESTATED 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | ST PAUL MN | 1,300 | $1.0B | $2.2M |
| 3 | BIERSCHBACH EQUIPMENT & SUPPLY CO., INC. |
SIOUX FALLS SD |
| 79 |
| $46.0M |
| $588K |
| 4 | CLAFLIN SERVICE COMPANY CME CORP 401(K) PLAN | WARWICK RI | 289 | $28.8M | $453K |
| 5 | DREW MARINE USA, INC. DREW MARINE EMPLOYEE SAVINGS PLAN | WATERBURY CT | 97 | $17.8M | $416K |
| 6 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL 403(B) PLAN | ORLANDO FL | 378 | $36.4M | $284K |
| 7 | MARIANI PACKING COMPANY, INC. MARIANI PACKING COMPANY, INC. PROFIT SHARING 401(K) PLAN | VACAVILLE CA | 413 | $26.4M | $197K |
| 8 | MATERIAL CONTROL SYSTEMS, INC MATERIAL CONTROL SYSTEMS, INC. 401(K) PLAN & TRUST | PORT BYRON IL | 204 | $3.5M | $86K |
| 9 | TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN FOR SCA EMPLOYEES | DESTIN FL | 368 | $4.7M | $68K |
| 10 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL, INC. | ORLANDO FL | 329 | $28.5M | $39K |
