Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Midcap Fund Class R6 Mutual fund in their Schedule of Assets, totaling $8.8M 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 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $4.3M |
| 2 | LUCID USA, INC. LUCID MOTORS 401(K) PLAN | NEWARK CA | 6,273 | $219.3M | $2.7M |
| 3 | NEXUS ENGINEERING GROUP, INC. NEXUS ENGINEERING GROUP, INC. 401(K) RETIREMENT PLAN |
CLEVELAND OH |
| 246 |
| $31.2M |
| $594K |
| 4 | FREENOME HOLDINGS, INC. FREENOME HOLDINGS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 376 | $30.2M | $420K |
| 5 | VMG HOLDINGS LLC VMG HOLDINGS LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 302 | $34.0M | $337K |
| 6 | CONSERVATION LAW FOUNDATION, INC. CLF RETIREMENT PLAN | BOSTON MA | 144 | $18.1M | $277K |
| 7 | WIX.COM, INC. WIX.COM, INC. 401(K) PLAN | NEW YORK NY | 518 | $39.7M | $104K |
| 8 | ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES FL | 172 | $8.3M | $67K |
| 9 | CTC GLOBAL CORPORATION CTC GLOBAL CORPORATION 401(K) PLAN | IRVINE CA | 295 | $19.0M | $8K |
| 10 | CASTLE GLOBAL, INC. HIVE 401(K) PLAN | SAN FRANCISCO CA | 122 | $1.4M | $5K |
