Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal MidCap Value I R6 in their Schedule of Assets, totaling $3.4M 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 | LOGICALIS, INC. LOGICALIS, INC. 401(K) PROFIT SHARING PLAN | TROY MI | 650 | $125.3M | $1.7M |
| 2 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. THRIFT PLAN | HAZARD KY | 6,098 | $190.7M | $1.4M |
| 3 | FORSTROM BANCORPORATION INC. FORSTROM BANCORPORATION 401(K) PLAN AND TRUST |
CLARA CITY MN |
| 218 |
| $16.5M |
| $108K |
| 4 | FALCON NATIONAL BANK CENTRA VENTURES, INC. 401(K) PLAN | FOLEY MN | 120 | $13.9M | $40K |
| 5 | APPALACHIAN REGIONAL HEALTHCARE INC APPALACHIAN REGIONAL HEALTHCARE, INC. VOLUNTARY PLAN | HAZARD KY | 555 | $29.2M | $40K |
| 6 | SAGIS, PLLC SAGIS 401(K) PLAN | HOUSTON TX | 305 | $7.2M | $28K |
| 7 | PAXOS TRUST COMPANY LLC PAXOS 401(K) PLAN | NEW YORK NY | 176 | $13.8M | $7K |
| 8 | RETOOL, INC. RETOOL 401(K) PLAN | SAN FRANCISCO CA | 339 | $26.9M | $1K |
