Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Insurance Company Mid Cap Value I SA-Z in their Schedule of Assets, totaling $391K 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 | LUXURY OPTICAL HOLDINGS, CO. LUXURY OPTICAL HOLDINGS, CO. 401(K) | NEW YORK NY | 160 | $9.1M | $246K |
| 2 | MINNEAPOLIS HEART INSTITUTE FOUNDATION MINNEAPOLIS HEART INSTITUTE FOUNDATION | MINNEAPOLIS MN | 90 | $13.2M | $142K |
| 3 | MULTI MEDIA, LLC MULTI MEDIA 401(K) PLAN |
IRVINE CA |
| 347 |
| $19.0M |
| $3K |
