Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fully Benefit‐Responsive Investment Contract * Principal Life Insurance Company Fixed Income Guaranteed Option in their Schedule of Assets, totaling $12.1M 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 | THE NATIONAL GEOGRAPHIC SOCIETY THE NATIONAL GEOGRAPHIC SOCIETY 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 37 | $27.2M | $5.8M |
| 2 | PELLA MID-ATLANTIC INC. PELLA MID-ATLANTIC, INC. 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 183 | $19.1M | $4.0M |
| 3 | SUN LIFE FAMILY HEALTH CENTER, INC. |
CASA GRANDE AZ |
| 483 |
| $19.0M |
| $1.5M |
| 4 | SIERRA NATIONAL CONSTRUCTION, INC. SIERRA NATIONAL CONSTRUCTION, INC. 401K PW PLAN | CARMICHAEL CA | 83 | $11.1M | $494K |
| 5 | INDIANA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, IOMSA, P.C. RETIREMENT PLAN | FISHERS IN | 94 | $36.3M | $296K |
| 6 | WAUNAKEE OPERATIONS LLC WAUNAKEE SUN PRAIRIE 401(K) PLAN | WAUNAKEE WI | 165 | $718K | $3K |
