Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds, Inc. Principal MidCap Value Fund I in their Schedule of Assets, totaling $47K 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 | PROGRAM DEVELOPMENT SERVICES, INC. SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PROGRAM DEVELOPMENT SERVICES, INC. | BROOKLYN NY | 326 | $8.2M | $30K |
| 2 | FIRST CHOICE COMMUNITY HEALTHCARE, INC. 2FIRST CHOICE COMMUNITY HEALTHCARE 403(B) PLAN | ALBUQUERQUE NM | 343 | $26.7M | $10K |
| 3 | ASIAN AMERICANS FOR EQUALITY, INC. |
NEW YORK NY |
| 140 |
| $6.9M |
| $7K |
