Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Insurance Funds * Principal Principal Guaranteed Option N/R in their Schedule of Assets, totaling $8.0M 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 | RECORDED FUTURE, INC. RECORDED FUTURE 401(K) PLAN | SOMERVILLE MA | 531 | $46.9M | $5.1M |
| 2 | SELF HELP, INC. SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN | BROCKTON MA | 238 | $6.9M | $2.9M |
