Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal MidCap Value-I in their Schedule of Assets, totaling $3.4M 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 | EASTMAN & SMITH LTD. EASTMAN & SMITH LTD. PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 119 | $106.2M | $3.4M |
| 2 | MIDWEST REFRIGERATED SERVICES, INC. MIDWEST REFRIGERATED 401(K) PLAN | ELKHORN WI | 379 | $15.7M | $62K |
