Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Principal MidCap Fund R5 in their Schedule of Assets, totaling $3.9M 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 | SOUTHWESTERN UNIVERSITY SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES | GEORGETOWN TX | 461 | $117.0M | $2.7M |
| 2 | THE WINDWARD SCHOOL WINDWARD SCHOOL RETIREMENT PLAN | WHITE PLAINS NY | 445 | $87.0M | $722K |
| 3 | CICATELLI ASSOCIATES INC. CICATELLI ASSOCIATES INC. 401(K) PLAN |
NEW YORK NY |
| 128 |
| $17.0M |
| $258K |
| 4 | ASSOCIATION OF PUBLIC AND LAND- GRANT UNIVERSITIES (APLU) ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES (APLU) TDA PLAN | WASHINGTON DC | 60 | $12.4M | $95K |
| 5 | GIRLS PREPARATORY SCHOOL INC GIRLS PREPARATORY SCHOOL 403(B) DC PLAN | CHATTANOOGA TN | 157 | $11.2M | $57K |
| 6 | ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES APLU-DC PLAN | WASHINGTON DC | 45 | $13.4M | $50K |
| 7 | INSTITUTE FOR POPULATION HEALTH, INC. INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975 | DETROIT MI | 80 | $1.0M | $18K |
