Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5,762 U.S. retirement plans report holding a Principal fund in their Schedule of Assets, totaling $55.9B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Principal position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS DISTRICT NO. 9 PENSION PLAN | PORTLAND OR | 31,265 | $2.5B | $2.0B |
| 2 | HY-VEE, INC. THE HY-VEE AND AFFILIATES 401(K) PLAN | WEST DES MOINES IA | 55,933 | $3.1B | $1.9B |
| 3 | ENERGY TRANSFER LP |
HOUSTON TX |
| — |
| $2.6B |
| $1.6B |
| 4 | PRINCIPAL FINANCIAL GROUP, INC. THE PRINCIPAL SELECT SAVINGS PLAN | DES MOINES IA | 12,662 | $4.6B | $1.3B |
| 5 | MOLINA HEALTHCARE, INC. MOLINA SALARY SAVINGS PLAN | LONG BEACH CA | 19,018 | $1.8B | $1.2B |
| 6 | SUNBELT RENTALS, INC. SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN | FORT MILL SC | 18,710 | $1.2B | $822.7M |
| 7 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $509.6M |
| 8 | ASURION LLC ASURION, LLC 401(K) PLAN | NASHVILLE TN | 8,305 | $733.3M | $444.5M |
| 9 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL | CORVALLIS OR | 6,427 | $703.3M | $418.3M |
| 10 | POPULAR, INC. POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN SAVINGS AND INVESTMENT PLAN | SAN JUAN PR | 8,477 | $1.0B | $416.0M |
