Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Prin MidCap Value I SA-Z in their Schedule of Assets, totaling $68.0M 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 | BELLISIO FOODS, INC. BELLISIO FOODS, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 352 | $46.7M | $9.2M |
| 2 | MUNICIPAL SECURITIES RULEMAKING BOARD MSRB 401(K) RETIREMENT PLAN | WASHINGTON DC | 133 | $53.2M | $6.5M |
| 3 | TANDIGM HEALTH, LLC TANDIGM HEALTH, LLC 401(K) PLAN |
WEST CONSHOHOCKEN PA |
| 249 |
| $39.3M |
| $6.1M |
| 4 | INDEPENDENT BANK CORPORATION INDEPENDENT BANK CORPORATION 401(K) PLAN | IONIA MI | 822 | $97.5M | $5.6M |
| 5 | LOWER, LLC000000000 LOWER LLC 401(K) RETIREMENT PLAN | COLUMBIA MD | 981 | $48.0M | $5.0M |
| 6 | WISE FOODS, INC. WISE FOODS 401(K) PLAN | ATLANTA GA | 828 | $42.7M | $3.3M |
| 7 | LANDSCAPES UNLIMITED, LLC LANDSCAPES UNLIMITED, LLC 401(K) PLAN | LINCOLN NE | 1,495 | $34.5M | $2.9M |
| 8 | BEDOUKIAN RESEARCH, INC. BEDOUKIAN RESEARCH, INC. 401(K) SAVINGS & PROFIT SHARING PLAN | DANBURY CT | 142 | $34.6M | $2.2M |
| 9 | VALLOUREC STAR, LP PENSION PLAN FOR SALARIED AND PRODUCTION EMPLOYEES OF VALLOUREC STAR, LP | HOUSTON TX | 150 | $51.7M | $2.1M |
| 10 | CREXENDO INC CREXENDO, INC. 401(K) RETIREMENT SAVINGS PLAN | TEMPE AZ | 174 | $14.6M | $1.9M |
