Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal MidCap Fund R-5 Class " in their Schedule of Assets, totaling $2.2M 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 | JOSLIN DIABETES CENTER, INC. THE JOSLIN DIABETES CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 382 | $193.1M | $2.1M |
| 2 | HUGO ENTERPRISES LLC HUGO ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | LITTLETON CO | 158 | $7.3M | $77K |
| 3 | HAMILTON STAFFING SOLUTIONS IN |
MONTVERDE FL |
| 44 |
| $1.4M |
| $34K |
