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 Principal 0 in their Schedule of Assets, totaling $1.3M 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 | EVERENCE SERVICES, LLC EVERENCE SERVICES, LLC 401(K) PLAN | GOSHEN IN | 393 | $61.4M | $1.2M |
| 2 | SWISS VILLAGE, INC. SWISS VILLAGE, INC 403(B) PLAN | BERNE IN | 296 | $7.5M | $124K |
