Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Prin MidCap Value I R6 Fund in their Schedule of Assets, totaling $11.4M 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 | MARY'S CENTER FOR MATERNAL AND CHILD CARE INC. MARY'S CENTER 403(B) RETIREMENT PLAN | WASHINGTION DC | 822 | $29.3M | $5.0M |
| 2 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $1.8M |
| 3 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN |
LAS VEGAS NV |
| 342 |
| $63.0M |
| $1.2M |
| 4 | SMYTH COMPANIES, LLC SMYTH COMPANIES SAVINGS AND PROFIT SHARING PLAN | EAGAN MN | 542 | $51.0M | $801K |
| 5 | GATE 1, LTD. GATE 1, LTD. 401(K) PROFIT SHARING PLAN | FORT WASHINGTON PA | 427 | $16.6M | $510K |
| 6 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $358K |
| 7 | JCB, INC. JCB, INC. 401(K) RETIREMENT PLAN | POOLER GA | 976 | $48.5M | $325K |
| 8 | PLUMAS BANK PLUMAS BANK 401(K) PROFIT SHARING PLAN | QUINCY CA | 192 | $26.7M | $306K |
| 9 | NATIONAL COUNCIL FOR BEHAVIORAL HEALTH NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN | WASHINGTON DC | 283 | $32.7M | $226K |
| 10 | VITAL STRATEGIES, INC. VITAL STRATEGIES, INC. 403(B) PLAN | NEW YORK NY | 181 | $26.0M | $207K |
