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 " in their Schedule of Assets, totaling $353K 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 | EUROPA SPORTS PARTNERS, LLC EUROPA SPORTS PARTNERS, LLC 401(K) PLAN | CHARLOTTE NC | 46 | $10.5M | $162K |
| 2 | BELLAVANCE BEVERAGE CO., LLC BELLAVANCE BEVERAGE CO., LLC PROFIT SHARING PLAN | LONDONDERRY NH | 145 | $22.1M | $59K |
| 3 | OLD BRICK FURNITURE CO INC |
ALBANY NY |
| 178 |
| $6.2M |
| $45K |
| 4 | CARROT FERTILITY, INC. CARROT 401(K) PLAN | DES MOINES IA | 417 | $21.9M | $34K |
| 5 | HEAP, INC. HEAP 401(K) PLAN | NEW YORK NY | 208 | $19.4M | $28K |
| 6 | CONTENTSQUARE HEAP 401(K) PLAN | NEW YORK NY | 130 | $21.0M | $26K |
