Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Midcap Value I R6 Mutual Fund in their Schedule of Assets, totaling $924K 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 | OCI ENTERPRISES INC. OCI 401(K) PLAN | SAN ANTONIO TX | 224 | $17.9M | $776K |
| 2 | WITRON INTEGRATED LOGISTICS, INC. WITRON INTEGRATED LOGISTICS, INC. 401(K) PLAN | ARLINGTON HEIGHTS IL | 1,070 | $24.2M | $42K |
| 3 | THE STELLAR HEALTH GROUP,INC. THE STELLAR HEALTH GROUP, INC. 401(K) |
NEW YORK NY |
| 140 |
| $14.3M |
| $39K |
| 4 | KENDRA SCOTT, LLC KENDRA SCOTT 401(K) PLAN | AUSTIN TX | 1,898 | $30.6M | $30K |
| 5 | INTELERAD HOLDING USA LTD INTELERAD 401K PLAN | RALEIGH NC | 341 | $16.9M | $23K |
| 6 | SOUNDHOUND INC SOUNDHOUND 401(K) PLAN | SANTA CLARA CA | 449 | $24.1M | $9K |
| 7 | EXACTERA LLC EXACTERA RETIREMENT SAVINGS PLAN | TARRYTOWN NY | 88 | $3.9M | $5K |
