Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Principal Midcap Fund Class R6 in their Schedule of Assets, totaling $3.6M 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 | SERVICE ACCESS & MANAGEMENT, INC. SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN | POTTSVILLE PA | 792 | $43.1M | $1.2M |
| 2 | CODILIS & ASSOCIATES, P.C. CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN | BURR RIDGE IL | 293 | $37.2M | $820K |
| 3 | HEALTH FIRST, INC. |
MELBOURNE FL |
| 252 |
| $22.6M |
| $772K |
| 4 | ICP, INC. ICP, INC. 401(K) RETIREMENT SAVINGS PLAN | TIFFIN OH | 142 | $10.6M | $355K |
| 5 | SOUTH CAROLINA ONCOLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P. A. | COLUMBIA SC | 209 | $51.0M | $209K |
| 6 | BAG MAKERS, INC. BAG MAKERS, INC. 401(K)/PROFIT SHARING PLAN | UNION IL | 331 | $16.7M | $75K |
| 7 | CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA CHILDREN'S BUREAU 401(K) RETIREMENT INVESTMENT PLAN | LOS ANGELES CA | 407 | $23.3M | $65K |
| 8 | THE NEW INTERDISCIPLINARY SCHOOL THE NEW INTERDISCIPLINARY SCHOOL PROFIT SHARING PLAN | YAPHANK NY | 117 | $3.0M | $30K |
