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 Mutual fund in their Schedule of Assets, totaling $74K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIRTA HEALTH CORP. VIRTA HEALTH CORP. 401(K) PLAN | COVINA CA | 664 | $21.7M | $42K |
| 2 | KONG, INC. KONG 401(K) PLAN | SAN FRANCISCO CA | 273 | $17.8M | $29K |
| 3 | DEXTERITY, INC DEXTERITY, INC. 401(K) PLAN | REDWOOD CITY CA | 174 |
| $6.0M |
| $2K |
