Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal MidCap Value Fund " in their Schedule of Assets, totaling $2.1M 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 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN | EDMESTON NY | 943 | $82.5M | $2.0M |
| 2 | GREENWICH AEROGROUP, INC. GREENWICH AEROGROUP, INC. RETIREMENT SAVINGS PLAN | GREENWICH CT | 681 | $55.4M | $42K |
| 3 | VIZ.AI, INC. |
SAN FRANCISCO CA |
| 145 |
| $11.8M |
| $10K |
| 4 | BROADMEAD, INC. BROADMEAD, INC. 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 349 | $11.5M | $1K |