Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal MidCap Fund Mutual fund in their Schedule of Assets, totaling $10.5M 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 | U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUND U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND | WEST SENECA NY | 947 | $101.8M | $4.2M |
| 2 | GREERWALKER LLP GREERWALKER LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 112 | $34.6M | $2.5M |
| 3 | RED DEVELOPMENT, LLC |
PHOENIX AZ |
| 85 |
| $18.8M |
| $1.2M |
| 4 | KEYES MOTORS, INC. KEYES MOTORS, INC. PROFIT SHARING PLAN | WOODLAND HILLS CA | 441 | $84.0M | $824K |
| 5 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $504K |
| 6 | MIRANTIS, INC. MIRANTIS 401(K) PLAN | CAMPBELL CA | 142 | $19.7M | $442K |
| 7 | HUI MANUFACTURING, INC HUI MANUFACTURING INC 401(K) RETIREMENT SAVINGS PLAN | KIEL WI | 121 | $11.7M | $388K |
| 8 | POMPERAUG WOODS, INC. POMPERAUG WOODS, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX DEFERRED ANNUITY PLAN | SOUTHBURY CT | 172 | $3.2M | $180K |
| 9 | ST. CROIX REGIONAL MEDICAL CENTER, INC. ST. CROIX REGIONAL MEDICAL CENTER 403(B) PLAN | ST CROIX FLS WI | 679 | $83.5M | $160K |
| 10 | COURSERA, INC. COURSERA 401(K) PLAN | MOUNTAIN VIEW CA | 602 | $72.4M | $116K |
