Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Life Insurance Company* Mid Cap Value I Separate Account in their Schedule of Assets, totaling $3.3M 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 | VON MAUR, INC. VON MAUR 401(K) RETIREMENT PLAN | DAVENPORT IA | 1,753 | $112.3M | $1.7M |
| 2 | PARR INSTRUMENT COMPANY PARR INSTRUMENT COMPANY 401(K) PLAN | MOLINE IL | 95 | $31.2M | $679K |
| 3 | CARIBOU MEDICAL CENTER PLAN CARIBOU MEDICAL CENTER EMPLOYEE RETIREMENT PLAN |
SODA SPRINGS ID |
| 220 |
| $14.3M |
| $457K |
| 4 | CONCOURSE HOTEL INC HOTEL EMPLOYEES RETIREMENT SAVINGS PLAN | MINNETONKA MN | 541 | $13.5M | $333K |
| 5 | JAY INDUSTRIAL REPAIR, INC. JAY INDUSTRIAL REPAIR, INC. EMPLOYEE SAVINGS RETIREMENT PLAN | BIRMINGHAM AL | 264 | $13.3M | $133K |
| 6 | JEFFREY CHAIN, L.P. JEFFREY CHAIN, L.P. 401(K) RETIREMENT SAVINGS PLAN | MORRISTOWN TN | 215 | $12.2M | $19K |
| 7 | COORDINATED SERVICES MANAGEMENT, INC. COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ROANOKE VA | 1,299 | $9.4M | $5K |
| 8 | MICHAEL SULLIVAN & ASSOCIATES MICHAEL SULLIVAN & ASSOCIATES 401(K) PROFIT SHARING PLAN | FULLERTON CA | 244 | $16.7M | $3K |
