Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Mid Cap Value Fund in their Schedule of Assets, totaling $770K 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 | WISCO INDUSTRIES, INC. WISCO INDUSTRIES PROFIT SHARING PLAN | OREGON WI | 106 | $17.5M | $453K |
| 2 | DAVE WHITE CHEVROLET, INC. DAVE WHITE CHEVROLET SAVINGS AND RETIREMENT PLAN | SYLVANIA OH | 115 | $15.0M | $169K |
| 3 | ENVIRONMENTAL COMPLIANCE CONSULTANTS, INC. |
ANCHORAGE AK |
| 91 |
| $6.9M |
| $146K |
| 4 | ST. JAMES PLACE OF BATON ROUGE ST. JAMES PLACE OF BATON ROUGE 403(B) PLAN | BATON ROUGE LA | 319 | $4.2M | $1K |
