Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Mid Cap R6 Fund Mutual fund in their Schedule of Assets, totaling $987K 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 | A PLACE FOR MOM, INC. A PLACE FOR MOM, INC. 401(K) PLAN | OVERLAND PARK KS | 915 | $50.7M | $730K |
| 2 | MORRIS-SHEA BRIDGE COMPANY, INC. MORRIS-SHEA BRIDGE COMPANY, INC. 401(K) PROFIT SHARING PLAN | IRONDALE AL | 254 | $17.0M | $214K |
| 3 | WINDERMERE REAL ESTATE SERVICES COMPANY |
SEATTLE WA |
| 218 |
| $27.9M |
| $41K |
| 4 | RARESTEP, INC. FLEETIO 401(K) PLAN | BIRMINGHAM AL | 283 | $13.8M | $2K |