Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Midcap Institutional Mutual Fund in their Schedule of Assets, totaling $5.7M 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 | J.F. AHERN CO. J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN | FOND DU LAC WI | 738 | $120.3M | $2.7M |
| 2 | PERTEET, INC. PERTEET, INC. 401(K) RETIREMENT SAVINGS PLAN | EVERETT WA | 128 | $19.4M | $656K |
| 3 | SAN FRANCISCO MUSEUM OF MODERN ART SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN |
SAN FRANCISCO CA |
| 603 |
| $73.2M |
| $623K |
| 4 | POLY PREP COUNTRY DAY SCHOOL POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN | BROOKLYN NY | 263 | $103.0M | $424K |
| 5 | KING SCHOOL, INC. KING SCHOOL, INC. SECTION 403(B) PLAN | STAMFORD CT | 186 | $58.8M | $391K |
| 6 | CALIFORNIA COLLEGE OF THE ARTS CALIFORNIA COLLEGE OF THE ARTS RETIREMENT PLAN | SAN FRANCISCO CA | 771 | $90.2M | $284K |
| 7 | OCEAN VIEW CAPITAL, INC. TRIANGLE WIRE & CABLE, INC. PENSION PLAN FOR HOURLY EMPLOYEES | NEW YORK NY | 0 | $9.1M | $205K |
| 8 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $186K |
| 9 | SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY ID | 144 | $28.2M | $128K |
| 10 | CONSOLIDATED BUS TRANSIT, INC. CONSOLIDATED BUS TRANSIT, INC. ESOP | BROOKLYN NY | 1,230 | $53.5M | $27K |
