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 R6 Fd Mutual Fund in their Schedule of Assets, totaling $887K 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 | JACKSON HEALTHCARE, LLC JACKSON HEALTHCARE 401(K) SAVINGS PLAN | ALPHARETTA GA | 2,412 | $210.6M | $859K |
| 2 | JACKSON THERAPY PARTNERS LLC JACKSON PARTNERS 401(K) PLAN | MAITLAND FL | 2,906 | $8.5M | $28K |
