Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Life Insurance Company Principal Mid-Cap Value I Separate Account in their Schedule of Assets, totaling $3.2M 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 | LAKESIDE BANK LAKESIDE BANK RETIREMENT PLAN | CHICAGO IL | 118 | $24.8M | $1.6M |
| 2 | TRANS OVA GENETICS L.C. TRANS OVA GENETICS L.C. 401(K) SAVINGS PLAN | SIOUX CENTER IA | 438 | $30.5M | $723K |
| 3 | CITIZENS MEDICAL CENTER, INC. CITIZENS MEDICAL CENTER, INC. 401(K) AND PENSION TRUST |
COLBY KS |
| 412 |
| $32.9M |
| $530K |
| 4 | STUARTCO STUARTCO 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 200 | $11.2M | $193K |
| 5 | HAMISTER GROUP, LLC HAMISTER GROUP, LLC 401(K) CO-WORKERS RETIREMENT PLAN | BUFFALO NY | 1,143 | $10.4M | $89K |
| 6 | UNITED WAY OF CENTRAL IOWA UNITED WAY OF CENTRAL IOWA 401(K) PLAN | DES MOINES IA | 659 | $33.4M | $63K |
