Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fully benefit‐responsive investment contract * Principal Life Fixed Income Guaranteed Option in their Schedule of Assets, totaling $1.2M 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 | VALLEY MANAGEMENT, INC. VALLEY MANAGEMENT, INC. 401(K) PLAN AND TRUST | NEENAH WI | 320 | $8.2M | $1.1M |
| 2 | UNITED ENERTECH HOLDING COMPANY UNITED ENERTECH HOLDINGS, LLC 401(K) PLAN | PHOENIX AZ | 297 | $1.5M | $25K |
