Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Principal MidCap Value I Inst Fund in their Schedule of Assets, totaling $843K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZIM AMERICAN INTEGRATED SHIPPING SERVICES COMPANY LLC ZIM AMERICAN INTEGRATED SHIPPING SERVICES COMPANY, LLC 401(K) SAVINGS | VIRGINIA BEACH VA | 549 | $48.6M | $487K |
| 2 | REHAU INCORPORATED REHAU RETIREMENT SAVINGS PLAN | LEESBURG VA | 781 | $83.0M | $357K |
