Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal MidCap Value Fund I; Institutional Class Mutual Fund in their Schedule of Assets, totaling $807K 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 | CREDIT ONE BANK, NATIONAL ASSOCIATION CREDIT ONE BANK, N. A. 401(K) PLAN AND TRUST | LAS VEGAS NV | 954 | $100.1M | $512K |
| 2 | BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN | PALMERTON PA | 121 | $14.0M | $120K |
| 3 |
SAN FRANCISCO CA |
| 237 |
| $10.8M |
| $113K |
| 4 | HOPIN US INC. HOPIN 401(K) PLAN | WILMINGTON DE | 112 | $5.0M | $29K |
| 5 | HAZEL HEALTH, INC. HAZEL HEALTH, INC. 401(K) PLAN | IRVING TX | 265 | $10.7M | $22K |
| 6 | NVI, LLC NVI LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAY LA | 419 | $21.2M | $11K |
