Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Midcap Value - in their Schedule of Assets, totaling $702K 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 | KAUFMAN ENGINEERED SYSTEMS, INC. KAUFMAN ENGINEERED SYSTEMS, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST | WATERVILLE OH | 132 | $20.7M | $442K |
| 2 | EMERGING ACQUISITIONS LLC BULK HANDLING SYSTEMS 401(K) PROFIT SHARING PLAN | EUGENE OR | 223 | $15.0M | $260K |
