Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Mid Cap Value Fund I Mutual fund in their Schedule of Assets, totaling $364K 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 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL 403(B) PLAN | ORLANDO FL | 378 | $36.4M | $257K |
| 2 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL, INC. | ORLANDO FL | 329 | $28.5M | $107K |