Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal Mid Cap Value Fund in their Schedule of Assets, totaling $161K 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 | CONCORA CREDIT INC. CONCORA CREDIT INC 401(K) PLAN | BEAVERTON OR | 727 | $43.0M | $146K |
| 2 | AOA MANAGEMENT COMPANY LIMITED PARTNERSHIP AOA MANAGEMENT CO. 401(K) PLAN | ROSWELL GA | 313 | $34.1M | $15K |
