Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PRINCIPAL MIDCAP FUND CL R6 MUTUAL FUNDS in their Schedule of Assets, totaling $22.0M 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 | CHEMED CORPORATION CHEMED/ROTO ROOTER SAVINGS & RETIREMENT PLAN | CINCINNATI OH | 3,782 | $371.1M | $21.0M |
| 2 | MCHUGH ENTERPRISES, INC. MCHUGH ENTERPRISES, INC. 401(K) PLAN | CHICAGO IL | 146 | $31.7M | $828K |
| 3 | FOWLER HOLDING COMPANY, INC. FOWLER HOLDING COMPANY, INC. 401(K) PLAN |
NORMAN OK |
| 530 |
| $20.3M |
| $139K |
