Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal MidCap Fund; Institutional Class in their Schedule of Assets, totaling $8.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIKEWIZE CORP. LIKEWIZE CORP. 401(K) PLAN | SOUTHLAKE TX | 321 | $56.5M | $3.7M |
| 2 | DATA SYSTEMS ANALYSTS, INC. DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL PLAN | TREVOSE PA | 421 | $72.9M | $2.2M |
| 3 | FAMILY CENTERS INC. FAMILY CENTERS, INC. 403(B) PLAN |
GREENWICH CT |
| 281 |
| $13.6M |
| $1.7M |
| 4 | ALTURA COMMUNICATON SOLUTIONS, LLC ALTURA COMMUNICATION SOLUTIONS PENSION PLAN FOR CERTAIN UNION REPRESENTED EMPLOYEES | TULSA OK | 9 | $11.8M | $247K |
| 5 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $165K |
| 6 | WATERTRONICS, LLC WATERTRONICS 401(K) PLAN | HARTLAND WI | 156 | $10.9M | $152K |
