Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Mid-Cap Growth Fund Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | WHEELER CONSOLIDATED, INC. WHEELER CONSOLIDATED, INC. PROFIT SHARING AND SAVINGS PLAN | EDEN PRAIRIE MN | 145 | $18.9M | $2.0M |
| 2 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL 403(B) PLAN | ORLANDO FL | 378 | $36.4M | $115K |
| 3 | LAKE HIGHLAND PREPARATORY SCHOOL |
ORLANDO FL |
| 329 |
| $28.5M |
| $60K |
