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 $13.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHEEHY AUTO STORES, INC. THE SHEEHY ORGANIZATION 401(K) SAVINGS PLAN | FAIRFAX VA | 1,711 | $130.6M | $6.4M |
| 2 | GZA GEOENVIRONMENTAL TECHNOLOGIES, INC. GZA RESTATED 401(K) PROFIT SHARING PLAN | NORWOOD MA | 782 | $214.9M | $5.5M |
| 3 | CORE HEALTH AND FITNESS, LLC |
VANCOUVER WA |
| 252 |
| $29.2M |
| $767K |
| 4 | LENOIR-RHYNE UNIVERSITY RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIVERSITY | HICKORY NC | 384 | $58.0M | $462K |
| 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 |
