Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal MidCap Fd R6 Registered Investment Company in their Schedule of Assets, totaling $757K 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 | MASON MCDUFFIE MORTGAGE CORPORATION MASON MCDUFFIE MORTGAGE CORPORATION | SAN RAMON CA | 291 | $13.9M | $451K |
| 2 | THE SPANOS CORPORATION THE SPANOS 401(K) INCENTIVE PLAN | STOCKTON CA | 108 | $13.4M | $301K |
| 3 | TAULIA LLC TAULIA 401(K) PLAN & TRUST |
SAN FRANCISCO CA |
| 261 |
| $25.5M |
| $5K |
