Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Prin/MFS Value CIT N in their Schedule of Assets, totaling $100.9M 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 | KEMPER CORPORATION KEMPER CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 7,115 | $887.5M | $68.7M |
| 2 | SMC, LTD. SMC RETIREMENT PLAN | SOMERSET WI | 1,447 | $78.9M | $6.5M |
| 3 | GEOCON, INCORPORATED GEOCON, INC. 401(K) PROFIT SHARING PLAN |
| 275 |
| $47.6M |
| $5.2M |
| 4 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $4.9M |
| 5 | MORNING STAR COMPANY MORNING STAR COMPANY 401(K) PROFIT SHARING PLAN | WOODLAND CA | 706 | $90.6M | $4.8M |
| 6 | ANCIRA ENTERPRISES ANCIRA ENTERPRISES EMPLOYEE SAVINGS PLAN | SAN ANTONIO TX | 640 | $57.2M | $3.3M |
| 7 | THE SPRINGS COMPANY THE SPRINGS COMPANY 401(K) SAVINGS AND RETIREMENT PLAN | FORT MILL SC | 93 | $17.9M | $2.0M |
| 8 | PROLIFICS, INC. PROLIFICS, INC. 401(K) PLAN | ORLANDO FL | 110 | $32.0M | $1.8M |
| 9 | WJK CORPORATION WJK CORPORATION 401(K) PLAN | LISLE IL | 331 | $20.6M | $1.0M |
| 10 | SHAKER ADVERTISING AGENCY SHAKER ADVERTISING AGENCY EMPLOYEES' 401(K) PLAN | OAK PARK IL | 230 | $24.7M | $1.0M |
