Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal MidCap Pooled separate account in their Schedule of Assets, totaling $3.4M 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 | MACHINE SERVICE, INC. MACHINE SERVICE, INC. PROFIT SHARING PLAN | GREEN BAY WI | 162 | $26.1M | $1.8M |
| 2 | WESTSTAR MORTGAGE CORPORATION WESTSTAR MORTGAGE CORPORATION 401(K) SAVINGS PLAN | ALBUQUERQUE NM | 114 | $17.3M | $826K |
| 3 | EASTER SEALS ALABAMA, INC. RETIREMENT PLAN OF EASTER SEALS ALABAMA, INC. |
MONTGOMERY AL |
| 15 |
| $16.4M |
| $453K |
| 4 | TEXAS BOOK COMPANY TEXAS BOOK COMPANY SAVINGS AND PROFIT SHARING PLAN | GREENVILLE TX | 83 | $6.6M | $255K |
