Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Prin MidCap Value I SA-I2 in their Schedule of Assets, totaling $3.2M 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 | PROFESSIONAL OFFICE SERVICES, INC. PROFESSIONAL OFFICE SERVICES, INC. 401(K) PLAN | WATERLOO IA | 237 | $54.3M | $1.8M |
| 2 | CITIZENS BANK OF LAS CRUCES CITIZENS BANK OF LAS CRUCES EMPLOYEE STOCK OWNERSHIP & PROFIT SHARING PLAN | LAS CRUCES NM | 100 | $44.8M | $1.2M |
| 3 | MESSICK FARM EQUIPMENT, INC. |
MOUNT JOY PA |
| 274 |
| $22.1M |
| $256K |
