Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Mid Cap R6 # in their Schedule of Assets, totaling $23.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SSAB ENTERPRISES LLC SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | MOBILE AL | 1,549 | $541.3M | $15.0M |
| 2 | DOYON UTILITIES, LLC DOYON UTILITIES, LLC RETIREMENT PLAN | FAIRBANKS AK | 172 | $73.1M | $4.2M |
| 3 | CHARTER OAK FEDERAL CREDIT UNION |
WATERFORD CT |
| 154 |
| $34.3M |
| $1.7M |
| 4 | SABERT CORPORATION SABERT CORPORATION 401(K) PLAN | SAYREVILLE NJ | 1,607 | $113.3M | $1.2M |
| 5 | ROMAIN BUICK, INC. UNITED COMPANIES 401(K) PLAN | EVANSVILLE IN | 197 | $14.8M | $605K |
| 6 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $316K |
| 7 | CAREER CERTIFIED CAREER CERTIFIED 401(K) PLAN | GREENWOOD VILLAGE CO | 39 | $6.2M | $168K |
| 8 | MINDBANK CONSULTING GROUP, L.L.C. MINDBANK CONSULTING GROUP, L.L.C. 401(K) PROFIT SHARING PLAN | VIENNA VA | 48 | $7.5M | $162K |
| 9 | JAMES RIVER CARRIERS LLC JAMES RIVER CARRIERS 401(K) PLAN | NORTH CHESTERFIELD VA | 122 | $1.4M | $49K |
| 10 | JP LAMBORN CO., INC J.P. LAMBORN CO. 401(K) PROFIT SHARING PLAN | FRESNO CA | 176 | $11.2M | $46K |
