Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Principal Life Insurance Company Mid-Cap Value I in their Schedule of Assets, totaling $7.3M 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 | SOCIETY INSURANCE, A MUTUAL COMPANY SOCIETY INSURANCE 401(K) PROFIT SHARING PLAN | FOND DU LAC WI | 381 | $107.1M | $2.4M |
| 2 | EXCELL MARKETING, L.C. EXCELL MARKETING, L.C. PROFIT SHARING PLAN | DES MOINES IA | 489 | $29.6M | $1.1M |
| 3 | TEXTILE MANAGEMENT ASSOCIATES, INC. |
DALTON GA |
| 1,538 |
| $36.7M |
| $736K |
| 4 | ELECTRO MANAGEMENT CORPORATION ELECTRO MANAGEMENT 401(K) PLAN | DES MOINES IA | 153 | $33.4M | $629K |
| 5 | RANGE REGIONAL HEALTH SERVICES RETIREMENT PLAN FOR EMPLOYEES OF RANGE REGIONAL HEALTH SERVICES | HIBBING MN | 67 | $51.3M | $548K |
| 6 | MARKETING ALLIANCE GROUP, INC. MARKETING ALLIANCE GROUP 401K RETIREMENT PLAN | DALTON GA | 1,009 | $18.3M | $382K |
| 7 | WITTENBACH BUSINESS SYSTEMS, LLC WITTENBACH BUSINESS SYSTEMS, LLC 401(K) RETIREMENT PLAN | SPARKS MD | 333 | $28.1M | $381K |
| 8 | BOARD OF TRUSTEES OF THE PLUMBERS & STEAMFITTERS LOC 42 RETIREMENT PLN PLUMBERS AND STEAMFITTERS LOCAL NO 42 RETIREMENT PLAN | NORWALK OH | 558 | $26.7M | $282K |
| 9 | KIK INTERNATIONAL LLC KIK CUSTOM PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 1,520 | $92.8M | $181K |
| 10 | HAGIE MANUFACTURING COMPANY,L.L.C. HAGIE MANUFACTURING COMPANY, L.L.C. RETIREMENT SAVINGS PLAN | CLARION IA | 262 | $34.1M | $175K |
