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 I Fund in their Schedule of Assets, totaling $812K 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 | MCKING CONSULTING CORPORATION MCKING CONSULTING CORPORATION 401(K) PLAN | FAIRFAX VA | 54 | $15.3M | $759K |
| 2 | PS LOGISTICS, LLC PS LOGISTICS 401(K) PLAN | BIRMINGHAM AL | 3,574 | $20.7M | $49K |
| 3 | KENSINGTON COMMUNITY CORPORATION FOR INDIVIDUAL DIGNITY KENCCID 403(B) RETIREMENT PLAN |
PHILADELPHIA PA |
| 150 |
| $1.4M |
| $4K |