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 R6 Mutual Fund in their Schedule of Assets, totaling $4.7M 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 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA | 2,309 | $232.3M | $2.4M |
| 2 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $2.0M |
| 3 | MCR HEALTH, INC. MCR HEALTH, INC. 403(B) PLAN |
BRADENTON FL |
| 811 |
| $10.5M |
| $233K |
