Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Midcap R-6 Mutual fund * in their Schedule of Assets, totaling $2.5M 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.W. SPEAKER CORPORATION J.W. SPEAKER CORPORATION 401 (K) PLAN | GERMANTOWN WI | 471 | $48.7M | $1.5M |
| 2 | THE PARADIES SHOPS, LLC PARADIES LAGARDERE 401(K) PLAN | ATLANTA GA | 7,459 | $66.7M | $595K |
| 3 | LLR MANAGEMENT, LP LLR MANAGEMENT, LP 401(K) RETIREMENT PLAN |
PHILADELPHIA PA |
| 108 |
| $23.1M |
| $305K |
| 4 | COALITION, INC. COALITION 401(K) PLAN | SAN FRANCISCO CA | 540 | $38.7M | $43K |
