Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Prin MidCap Value I Inst Fund in their Schedule of Assets, totaling $3.0M 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 | COSCO SHIPPING (NORTH AMERICA) INC. COSCO SHIPPING (NORTH AMERICA) INC. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 477 | $101.4M | $1.8M |
| 2 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $344K |
| 3 | KISTLER INSTRUMENT CORPORATION |
AMHERST NY |
| 137 |
| $22.4M |
| $341K |
| 4 | GURNICK ACADEMY OF MEDICAL ARTS LLC GURNICK ACADEMY RETIREMENT SAVINGS PLAN | SAN JOSE CA | 649 | $5.2M | $318K |
| 5 | CPC INTEGRATED HEALTH, INC. 403(B) THRIFT PLAN FOR CPC INTEGRATED HEALTH, INC. | EATONTOWN NJ | 313 | $29.4M | $118K |
| 6 | LUTHERANLIVING SERVICES, INC. LUTHERAN HOME & HARWOOD PLACE 403(B) PLAN | WAUWATOSA WI | 484 | $14.7M | $116K |
| 7 | BALANCE AUTISM BALANCE AUTISM RETIREMENT PLAN | ALTOONA IA | 462 | $11.5M | $7K |
