Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Mid Cap Value Fund I " in their Schedule of Assets, totaling $234K 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 | BROADHEAD ENTERPRISES INC. BROADHEAD ENTERPRISES INC. 401(K) PLAN | MINNEAPOLIS MN | 138 | $19.0M | $201K |
| 2 | NOTARIZE, INC. NOTARIZE 401(K) PLAN | BOSTON MA | 236 | $5.7M | $29K |
| 3 | SP0N, INC. DBA CITIZEN CITIZEN 401(K) PLAN | NEW YORK |
| 91 |
| $2.8M |
| $5K |
