Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Midcap Fund R5 in their Schedule of Assets, totaling $2.6M 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 | SEWICKLEY ACADEMY SEWICKLEY ACADEMY DC PLAN | SEWICKLEY PA | 151 | $41.9M | $634K |
| 2 | MINNEAPOLIS SOCIETY OF FINE ARTS MINNEAPOLIS INSTITUTE OF ART RETIREMENT AND SAVINGS PLAN | MINNEAPOLIS MN | 199 | $54.0M | $626K |
| 3 | VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN |
FLUSHING NY |
| 162 |
| $57.7M |
| $348K |
| 4 | SEWICKLEY ACADEMY SEWICKLEY ACADEMY TDA PLAN | SEWICKLEY PA | 74 | $12.3M | $275K |
| 5 | HELICOPTERS, INC. HELICOPTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | CAHOKIA IL | 251 | $11.9M | $242K |
| 6 | NEW YORK COLLEGE OF PODIATRIC MEDICINE NEW YORK COLLEGE OF PODIATRIC MEDICINE 403(B) TDA PLAN | NEW YORK NY | 145 | $22.4M | $178K |
| 7 | THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 187 | $23.4M | $174K |
| 8 | NEW YORK COLLEGE OF PODIATRIC MEDICINE NEW YORK COLLEGE OF PODIATRIC MEDICINE 403(B) DC RETIREMENT PLAN | NEW YORK NY | 188 | $19.7M | $78K |
