Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Mid Cap Value I SA-Z in their Schedule of Assets, totaling $388K 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 | LEGACY HEALTHCARE SERVICES, INC. LEGACY HEALTHCARE SERVICES, INC. 401(K) PLAN | RALEIGH NC | 2,454 | $38.9M | $315K |
| 2 | RDR, INC. RDR, INC. 401(K) PROFIT SHARING PLAN | CHANTILLY VA | 152 | $23.2M | $73K |
