Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PRI MID CAP VALUE I - INST in their Schedule of Assets, totaling $2.4M 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 | AMERISAFE, INC. AMERISAFE, INC. 401(K) PLAN | DERIDDER LA | 353 | $44.8M | $1.4M |
| 2 | VLS ENVIRONMENTAL SOLUTIONS LLC VLS ENVIRONMENTAL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND T | HOUSTON TX | 1,102 | $47.6M | $651K |
| 3 | VERREX LLC VERREX 401(K) SAVINGS/RETIREMENT PLAN & TRUST |
MOUNTAINSIDE NJ |
| 91 |
| $11.2M |
| $119K |
| 4 | BEND SURGERY CENTER, LLC BEND SURGERY CENTER, LLC PROFIT SHARING PLAN | BEND OR | 137 | $10.8M | $102K |
| 5 | BETTERCLOUD, INC. BETTERCLOUD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 83 | $10.3M | $38K |
| 6 | PAPA, INC. PAPA, INC. 401(K) PLAN | MIAMI FL | 198 | $8.6M | $37K |
| 7 | SWIFTLY, INC SWIFTLY 401(K) PLAN. | SAN FRANCISCO CA | 76 | $7.4M | $23K |
