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 in their Schedule of Assets, totaling $1.7M 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 | MASTER CHEMICAL CORPORATION MASTER CHEMICAL CORPORATION SAVINGS PLAN | PERRYSBURG OH | 139 | $29.4M | $1.2M |
| 2 | SINAI, SPECIAL NEEDS INSTITUTE SINAI SPECIAL NEEDS INSTITUTE 403(B) PLAN | PARAMUS NJ | 199 | $13.3M | $377K |
| 3 | HIAWATHA VALLEY MENTAL HEALTH CENTER |
WINONA MN |
| 167 |
| $4.4M |
| $117K |
| 4 | PACIFIC PARKS LANDSCAPING INC PACIFIC PARKS LANDSCAPING 401K AND PROFIT SHARING PLAN | AUBURN CA | 232 | $5.4M | $7K |
| 5 | FARMINGTON COUNTRY CLUB FARMINGTON COUNTRY CLUB RETIREMENT PLAN | CHARLOTTESVILLE VA | 160 | $15.1M | $1K |