Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal MidCap Value I Inst Fund in their Schedule of Assets, totaling $247K 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 | SEVEN COUNTIES SERVICES SEVEN COUNTIES SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 1,470 | $50.5M | $143K |
| 2 | ROCHELLE COMMUNITY HOSPITAL ASSOCIATION RCHA GROUP 401(K) PLAN | ROCHELLE IL | 340 | $21.6M | $72K |
| 3 | THE ELISABETH MORROW SCHOOL THE ELISABETH MORROW SCHOOL 403(B) RETIREMENT PLAN |
ENGLEWOOD NJ |
| 103 |
| $21.0M |
| $33K |
