Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Mid-Cap Value I Separate account in their Schedule of Assets, totaling $6.5M 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 | CRETEX COMPANIES, INC. CRETEX COMPANIES, INC. 401(K) PROFIT SHARING PLAN | ELK RIVER MN | 2,163 | $271.6M | $2.6M |
| 2 | MCGRATH AUTOMOTIVE GROUP, INC. MCGRATH AUTOMOTIVE GROUP, INC. 401(K) PLAN | CEDAR RAPIDS IA | 663 | $49.6M | $1.6M |
| 3 | DAVIDSON TECHNOLOGIES, INC. |
HUNTSVILLE AL |
| 205 |
| $64.6M |
| $1.5M |
| 4 | FIELDTEX PRODUCTS, INC. FIELDTEX PRODUCTS, INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 150 | $5.5M | $436K |
| 5 | ARKANSAS STEEL ASSOCIATES ARKANSAS STEEL ASSOCIATES 401(K) PLAN | NEWPORT AR | 254 | $14.7M | $148K |
| 6 | FREEDOM ELECTRONICS LLC FREEDOM ELECTRONICS LLC 401(K) PLAN | KENNESAW GA | 94 | $10.4M | $125K |
| 7 | WHITMOR, INC. WHITMOR, INC. EMPLOYEES' PROFIT SHARING PLAN | SOUTHAVEN MS | 89 | $7.4M | $51K |
