Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Midcap R6 Mutual Fund in their Schedule of Assets, totaling $14.9M 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 | AUDIOLOGY BENEFITS SERVICE, LLC AUDIOLOGY BENEFITS 401(K) PLAN | SOMERSET NJ | 3,104 | $216.3M | $6.6M |
| 2 | COOPER UNIVERSITY HOSPITAL CAPE REGIONAL CAPE REGIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | CAPE MAY COURT HOUSE NJ | 1,093 | $108.6M | $2.9M |
| 3 | KEYSTONE HUMAN SERVICES |
HARRISBURG PA |
| 2,640 |
| $59.5M |
| $1.3M |
| 4 | NEW MOUNTAIN CAPITAL, LLC NEW MOUNTAIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 240 | $72.2M | $1.3M |
| 5 | HIGHLAND MANAGEMENT GROUP INC. HIGHLAND MANAGEMENT GROUP INC. 401(K) PLAN | EDINA MN | 160 | $10.9M | $1.1M |
| 6 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $910K |
| 7 | CAPE PHYSICIANS ASSOCIATES, PA CAPE PHYSICIANS ASSOCIATES 401(K) PLAN | CAPE MAY COURT HOUSE NJ | 225 | $19.1M | $431K |
| 8 | WILLIAM H. KOPKE, JR., INC. THE WILLIAM H. KOPKE, JR., INC. & RELATED COMPANIES RETIREMENT SAVINGS PLAN | PORT WASHINGTON NY | 259 | $8.0M | $148K |
| 9 | THE STELLAR HEALTH GROUP,INC. THE STELLAR HEALTH GROUP, INC. 401(K) | NEW YORK NY | 140 | $14.3M | $55K |
| 10 | MIXLAB, INC. MIXLAB, INC. 401(K) PLAN | NEW YORK NY | 143 | $2.1M | $22K |
