Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Pioneer Pioneer Floating Rate Y Fund ** 4 Principal Principal Blue Chip R6 Fund in their Schedule of Assets, totaling $303K 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 | J.A. WATTS, INC. J.A. WATTS, INC. 401(K) PLAN | CHICAGO IL | 135 | $13.9M | $303K |
