Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Mid-Cap Value I Pooled Separate Account in their Schedule of Assets, totaling $2.3M 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 | LIGON HYDRAULICS, LLC LIGON INDUSTRIES 401(K) RETIREMENT PLAN | HAMPTON IA | 1,110 | $65.2M | $990K |
| 2 | EASTER SEALS ALABAMA, INC. RETIREMENT PLAN OF EASTER SEALS ALABAMA, INC. | MONTGOMERY AL | 15 | $16.4M | $455K |
| 3 | STOREY-KENWORTHY COMPANY STOREY-KENWORTHY COMPANY 401(K) PROFIT SHARING PLAN AND TRUST |
DES MOINES IA |
| 183 |
| $34.3M |
| $453K |
| 4 | WALSH TRUCKING COMPANY LTD WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS | TROUTDALE OR | 520 | $13.7M | $228K |
| 5 | E SOURCE COMPANIES, LLC E SOURCE 401(K) PLAN | BOULDER CO | 308 | $25.0M | $151K |
