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 R6 Fund Registered Investment Company in their Schedule of Assets, totaling $569K 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 | OLO INC. OLO INC. 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 623 | $56.2M | $354K |
| 2 | WOOD REAL ESTATE INVESTORS, LLC WOOD PARTNERS RETIREMENT & SAVINGS PLAN | ATLANTA GA | 420 | $74.4M | $210K |
| 3 | GEIL ENTERPRISES, INC. GEIL ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN |
FRESNO CA |
| 285 |
| $2.7M |
| $4K |
