Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Principal Mid Cap Fund R6 in their Schedule of Assets, totaling $24.5M 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 | IRONWOOD PHYSICIANS IRONWOOD PHYSICIANS 401(K) PLAN | CHANDLER AZ | 517 | $62.9M | $3.1M |
| 2 | AMALIE OIL COMPANY AMALIE OIL COMPANY PROFIT SHARING 401(K) PLAN | TAMPA FL | 538 | $77.0M | $3.0M |
| 3 | STROHWIG INDUSTRIES, INC. STROHWIG INDUSTRIES, INC. 401(K) SAVINGS PLAN |
RICHFIELD WI |
| 129 |
| $26.5M |
| $2.9M |
| 4 | FFF ENTERPRISES, INC. FFF ENTERPRISES 401(K) PROFIT SHARING PLAN | TEMECULA CA | 711 | $53.0M | $2.5M |
| 5 | PELOTON INTERACTIVE, INC. PELOTON INTERACTIVE, INC. RETIREMENT PLAN | NEW YORK NY | 1,796 | $231.0M | $2.2M |
| 6 | CONSTRUCTION & HEALTHCARE CONSULTANTS, LP CHC 401(K) PLAN | PITTSBURGH PA | 735 | $65.3M | $1.9M |
| 7 | ST INTERNATIONAL, INC. ST INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | MASON OH | 190 | $48.5M | $1.7M |
| 8 | MIELE, INC. MIELE, INC. 401(K) PLAN | PRINCETON NJ | 389 | $52.7M | $1.4M |
| 9 | HEAVY CONSTRUCTION SYSTEMS SPECI HCSS 401(K) PLAN & TRUST | SUGAR LAND TX | 482 | $43.3M | $799K |
| 10 | GENTRY LOCKE RAKES & MOORE, LLP GENTRY LOCKE RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN | ROANOKE VA | 165 | $47.9M | $775K |
