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 I separate account Pooled separate account in their Schedule of Assets, totaling $3.9M 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 | SHOE CARNIVAL, INC. SHOE CARNIVAL, INC. RETIREMENT SAVINGS PLAN | EVANSVILLE IN | 3,060 | $76.1M | $2.0M |
| 2 | LRN CORPORATION LRN CORPORATION RETIREMENT PLAN | NEW YORK NY | 86 | $23.8M | $1.6M |
| 3 | DON ROBERTO JEWELERS INC DRJ 401(K) |
| 578 |
| $15.1M |
| $136K |
| 4 | NAPLES CENTER FOR DERMATOLOGY AND COSMETIC SURGERY AQUA DERMATOLOGY 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 1,598 | $55.5M | $92K |
