Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PRINCIPAL MIDCAP VAL I - R3 in their Schedule of Assets, totaling $92K 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 | CARDENAS MARKETS LLC CARDENAS MARKETS LLC 401(K) PLAN | ONTARIO CA | 4,881 | $12.6M | $52K |
| 2 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $40K |
