Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal MidCap Value Fund I Institutional Class Mutual funds in their Schedule of Assets, totaling $486K 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 | PENCOR SERVICES, INC. PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 710 | $29.0M | $282K |
| 2 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 252 | $7.1M | $168K |
| 3 | MAGNUS TITLE AGENCY LLC |
SCOTTSDALE AZ |
| 135 |
| $6.2M |
| $36K |
