Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal MidCap R5 Fund " in their Schedule of Assets, totaling $9.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND AND AFFILIATED ORGANIZATIONS 401(K) PLAN | NEW YORK NY | 1,521 | $114.7M | $8.1M |
| 2 | CYRUSONE LLC CYRUSONE 401(K) SAVINGS PLAN | DALLAS TX | 480 | $64.4M | $879K |
| 3 | FRIENDS OF THE ISRAEL DEFENSE FORCES |
NEW YORK NY |
| 141 |
| $11.8M |
| $367K |
| 4 | JEWISH FAMILY SERVICE OF DALLAS, INC. JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN | DALLAS TX | 91 | $6.4M | $309K |
| 5 | DOMINION DIAGNOSTICS, LLC DOMINION DIAGNOSTICS, LLC 401(K) PLAN | NORTH KINGSTOWN RI | 357 | $28.1M | $208K |
| 6 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $50K |