Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Principal Midcap Fund in their Schedule of Assets, totaling $68.9M 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 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METAL SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN | SAN JOSE CA | 4,074 | $490.0M | $26.2M |
| 2 | DAVID VOLKERT & ASSOCIATES, INC. DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN | MOBILE AL | 1,715 | $105.9M | $6.8M |
| 3 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. |
EDMESTON NY |
| 943 |
| $82.5M |
| $6.3M |
| 4 | VINSON PROCESS CONTROLS COMPANY, L.P. VINSON PROCESS CONTROLS 401(K) PLAN | LEWISVILLE TX | 239 | $72.8M | $5.7M |
| 5 | MONROE ENERGY, LLC MONROE ENERGY RETIREMENT PLAN | TRAINER PA | 531 | $186.4M | $5.5M |
| 6 | CAPRI HOLDINGS LIMITED (USA) CAPRI HOLDINGS LIMITED (USA) 401(K) PLAN | NEW YORK NY | 4,448 | $213.7M | $5.4M |
| 7 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $4.3M |
| 8 | ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN | SILVER SPRING MD | 1,086 | $140.7M | $2.0M |
| 9 | FULLBLOOM FULLBLOOM RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 5,955 | $85.5M | $1.6M |
| 10 | MAYNARD NEXSEN PC MAYNARD NEXSEN, PC PENSION PLAN | BIRMINGHAM AL | 128 | $57.0M | $1.4M |
