Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Midcap 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN | BLOOMINGTON MN | 168 | $69.1M | $2.5M |
| 2 | AVISON YOUNG (USA) INC. AVISON YOUNG (US) 401(K) PLAN | CHICAGO IL | 1,401 | $136.7M | $1.0M |
| 3 | OFFIT KURMAN, P.A. |
BETHESDA MD |
| 524 |
| $86.9M |
| $714K |
| 4 | DIPASQUA ENTERPRISES, INC. DIPASQUA ENTERPRISES, INC. SAVINGS PLAN | WINTER PARK FL | 211 | $8.1M | $277K |