Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal MidCap Value Fund I Mutual fund in their Schedule of Assets, totaling $188K 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 | RELATIVITY SPACE, INC. RELATIVITY SPACE 401(K) PLAN | LONG BEACH CA | 1,269 | $46.8M | $84K |
| 2 | ROVER GROUP, INC. ROVER 401(K) PLAN | SEATTLE WA | 429 | $40.3M | $63K |
| 3 | REAL SERVICES, INC. REAL SERVICES, INC. 403(B) PLAN | SOUTH BEND IN |
| 187 |
| $7.5M |
| $33K |
| 4 | COOKUNITY, INC COOKUNITY, INC 401(K) PLAN | BROOKLYN NY | 506 | $1.6M | $5K |
| 5 | EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO, INC. EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 414 | $12.7M | $3K |