Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5,901 U.S. retirement plans report holding a Principal fund in their Schedule of Assets, totaling $57.2B 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 | SANFORD SANFORD RETIREMENT SAVINGS PLAN | FARGO ND | 33,144 | $3.6B | $2.4B |
| 2 | BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS DISTRICT NO. 9 PENSION PLAN | PORTLAND OR | 31,265 | $2.5B | $2.0B |
| 3 | HY-VEE, INC. THE HY-VEE AND AFFILIATES 401(K) PLAN |
WEST DES MOINES IA |
| 55,933 |
| $3.1B |
| $1.9B |
| 4 | ENERGY TRANSFER LP ENERGY TRANSFER LP MASTER TRUST | HOUSTON TX | — | $2.6B | $1.6B |
| 5 | PRINCIPAL FINANCIAL GROUP, INC. THE PRINCIPAL SELECT SAVINGS PLAN | DES MOINES IA | 12,662 | $4.6B | $1.3B |
| 6 | MOLINA HEALTHCARE, INC. MOLINA SALARY SAVINGS PLAN | LONG BEACH CA | 18,213 | $1.4B | $937.5M |
| 7 | SUNBELT RENTALS, INC. SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN | FORT MILL SC | 18,710 | $1.2B | $822.7M |
| 8 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $509.6M |
| 9 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $491.4M |
| 10 | ASURION LLC ASURION, LLC 401(K) PLAN | NASHVILLE TN | 8,305 | $733.3M | $444.5M |
