Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fixed-Income Fund ** Principal Global Investors - LDI Short Duration Separate Account - Z Deferred Anuuity - Separate Accounts in their Schedule of Assets, totaling $880K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MONTCLAIR CHILD DEVELOPMENT CENTER, INC. MONTCLAIR CHILD DEVELOPMENT CENTER, INC. DEFINED BENEFIT PLAN | MONTCLAIR NJ | 25 | $3.2M | $880K |
