Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal MidCap R5 in their Schedule of Assets, totaling $7.4M 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 | GZA GEOENVIRONMENTAL TECHNOLOGIES, INC. GZA RESTATED 401(K) PROFIT SHARING PLAN | NORWOOD MA | 782 | $214.9M | $5.5M |
| 2 | CORE HEALTH AND FITNESS, LLC CORE HEALTH AND FITNESS, LLC 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 252 | $29.2M | $767K |
| 3 | LENOIR-RHYNE UNIVERSITY |
HICKORY NC |
| 384 |
| $58.0M |
| $462K |
| 4 | VIRCO MFG. CORPORATION VIRCO MFG. CORPORATION 401K PLAN | TORRANCE CA | 758 | $63.8M | $449K |
| 5 | 8MINUTE SOLAR ENERGY LLC 8MINUTE SOLAR ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | EL DORADO HILLS CA | 194 | $21.6M | $179K |
| 6 | EMPRISE CORPORATION EMPRISE CORPORATION 401(K) PROFIT SHARING PLAN | LEDYARD CT | 165 | $13.7M | $36K |
