Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal/MFS Value CIT N in their Schedule of Assets, totaling $17.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUBARU DISTRIBUTORS CORP SUBARU DISTRIBUTORS CORP. RETIREMENT PLAN AND TRUST | ORANGEBURG NY | 458 | $93.7M | $6.3M |
| 2 | MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. 401(K) PLAN | HELENA MT | 364 | $73.2M | $4.5M |
| 3 | MICRO CONTROL COMPANY MICRO CONTROL 401(K) & PROFIT SHARING PLAN |
MINNEAPOLIS MN |
| 237 |
| $36.0M |
| $2.8M |
| 4 | STOEL RIVES LLP STOEL RIVES LLP CASH BALANCE PLAN | PORTLAND OR | 177 | $41.2M | $1.2M |
| 5 | FARMERS UNION COOPERATIVE THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | OSSIAN IA | 84 | $9.1M | $1.2M |
| 6 | RIVER VALLEY COOPERATIVE THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | ELDRIDGE IA | 12 | $13.5M | $826K |
| 7 | ROTELLA'S ITALIAN BAKERY, INC. ROTELLA'S ITALIAN BAKERY, INC. PROFIT SHARING 401(K) PLAN | LA VISTA NE | 503 | $20.6M | $384K |
| 8 | ME GLOBAL INC. ME WEST CASTINGS PENSION PLAN FOR TEMPE BARGAINING UNIT EMPLOYEES | MINNEAPOLIS MN | 73 | $5.9M | $239K |
| 9 | MOELLER MFG. COMPANY LLC MOELLER ENTERPRISES 401(K) PLAN | WIXOM MI | 287 | $16.7M | $112K |
