Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal MidCap Value I R5 Fund in their Schedule of Assets, totaling $145K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARLEM VILLAGE ACADEMY CHARTER SCHOOL HARLEM VILLAGE ACADEMY CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 198 | $16.0M | $86K |
| 2 | MT GRAHAM REGIONAL MEDICAL CENTER INC. MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN | SAFFORD AZ | 593 | $28.1M | $59K |
