Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal MidCap Fund R5 Mutual fund in their Schedule of Assets, totaling $409K 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 | EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY NY | 146 | $53.8M | $288K |
| 2 | THE JOHN THOMAS DYE SCHOOL THE JOHN THOMAS DYE 403(B) PLAN | LOS ANGELES CA | 95 | $22.1M | $121K |
