Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Midcap Fund Class R6 in their Schedule of Assets, totaling $16.1M 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 | COMMVAULT SYSTEMS, INC. COMMVAULT SYSTEMS, INC. 401K PLAN | TINTON FALLS NJ | 1,241 | $290.1M | $9.0M |
| 2 | MERCHANTS FINANCIAL GROUP, INC. MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN | WINONA MN | 419 | $64.9M | $3.1M |
| 3 | SOUTH ATLANTIC BANK SOUTH ATLANTIC BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN |
MYRTLE BEACH SC |
| 153 |
| $23.6M |
| $2.6M |
| 4 | OMAHA FIREFIGHTERS' BENEFIT ASSOCIATION OMAHA FIREFIGHTERS' BENEFIT ASSOCIATION | OMAHA NE | 603 | $8.9M | $793K |
| 5 | SAJAHTERA, INC. DBA THE BEVERLY HILLS HOTEL DORCHESTER COLLECTION 401(K) PLAN | BEVERLY HILLS CA | 817 | $80.6M | $391K |
| 6 | MCLEAN SCHOOL OF MARYLAND MCLEAN SCHOOL OF MARYLAND RETIREMENT PLAN | POTOMAC MD | 143 | $31.9M | $173K |
| 7 | SENSIENT COLORS INC. SENSIENT COLORS INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES IN UNITED STEELWORKERS OF AMERICA AND ITS LOCAL 6996-20 | MILWAUKEE WI | 0 | $5.6M | $49K |
| 8 | RIGHTWAY HEALTHCARE, INC. RIGHTWAY HEALTHCARE 401(K) PLAN | NEW YORK NY | 418 | $7.5M | $38K |
| 9 | SOURCEGRAPH, INC. SOURCEGRAPH, INC. 401(K) PLAN | SAN FRANCISCO CA | 113 | $7.9M | $4K |
| 10 | IOTA BIOSCIENCES, INC. IOTA BIOSCIENCES 401(K) PLAN | ALAMEDA CA | 130 | $12.0M | $1K |
