Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Midcap R6 in their Schedule of Assets, totaling $4.2M 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 | BURBERRY LIMITED BURBERRY LIMITED 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,094 | $85.1M | $1.9M |
| 2 | ALLEGANY REHABILITATION ASSOCIATES, INC. ALLEGANY REHABILITATION ASSOCIATES, INC. 401(K) RETIREMENT PLAN | WELLSVILLE NY | 73 | $3.8M | $452K |
| 3 | KEY BENEFIT ADMINISTRATORS |
FISHERS IN |
| 393 |
| $21.6M |
| $443K |
| 4 | SUMO LOGIC, INC. SUMO LOGIC, INC. RETIREMENT SAVINGS PLAN | REDWOOD CITY CA | 479 | $46.8M | $399K |
| 5 | CABOT HOSIERY MILLS, INC. CABOT HOSIERY MILLS, INC. 401(K) RETIREMENT PLAN | NORTHFIELD VT | 362 | $14.2M | $397K |
| 6 | THE GREENSPUN CORPORATION THE GREENSPUN CORPORATION 401(K) PLAN | HENDERSON NV | 167 | $24.9M | $324K |
| 7 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD CO | 107 | $6.7M | $123K |
| 8 | AAI ASSOCIATES, INC. AAI ASSOCIATES, INC. 401(K) PLAN | NEW YORK NY | 94 | $12.0M | $88K |
| 9 | X TECHNOLOGIES, INC. X TECHNOLOGIES, INC. 401(K) PLAN | SAN ANTONIO TX | 112 | $11.8M | $33K |
| 10 | E.M. THARP, INC. E.M. THARP, INC. 401(K) PLAN | PORTERVILLE CA | 270 | $10.9M | $3K |
