Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal MidCap R6 Fund in their Schedule of Assets, totaling $7.0M 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 | SCHWEGMAN LUNDBERG & WOESSNER, P.A. SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 209 | $121.5M | $5.7M |
| 2 | PALOMA PARTNERS MANAGEMENT COMPANY PALOMA PARTNERS RETIREMENT PLAN | GREENWICH CT | 72 | $80.8M | $750K |
| 3 | MORGAN FOODS, INC. |
AUSTIN IN |
| 576 |
| $12.1M |
| $422K |
| 4 | CART.COM, INC. CART.COM RETIREMENT PLAN | HOUSTON TX | 1,177 | $25.5M | $102K |
| 5 | LUXURY PRESENCE, INC. LUXURY PRESENCE LLC 401(K) PLAN | AUSTIN TX | 288 | $5.7M | $12K |
