Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal** MidCap S&P 400 Index R6 Fund+ in their Schedule of Assets, totaling $4.5M 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 | SOUTHWEST COMMUNITY HEALTH SYSTEM SOUTHWEST MATCHING DEFINED CONTRIBUTION RETIREMENT PLAN | MIDDLEBURG HEIGHTS OH | 2,758 | $247.1M | $2.4M |
| 2 | QUALITY TOOL AND STAMPING CO., INC. QUALITY TOOL AND STAMPING CO. , INC. 401(K) PROFIT SHARING PLAN | MUSKEGON HEIGHTS MI | 128 | $11.6M | $927K |
| 3 | PMHCC, INC. |
PHILADELPHIA PA |
| 604 |
| $47.6M |
| $746K |
| 4 | FIRST BERNE FINANCIAL CORP FIRST BERNE EMPLOYEE STOCK OWNERSHIP AND 401( K) PLAN | BERNE IN | 111 | $31.6M | $419K |
