Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 202 U.S. retirement plans report holding Prin Fixed Inc Guar Option in their Schedule of Assets, totaling $351.8M 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 | MIDWEST RADIOLOGY, P.A. MIDWEST RADIOLOGY P.A. PROFIT SHARING PLAN | ROSEVILLE MN | 395 | $300.3M | $60.3M |
| 2 | MILLENNIUM PHYSICIAN GROUP, LLC MILLENNIUM PHYSICIAN GROUP 401(K) PLAN & TRUST | FORT MYERS FL | 3,590 | $36.6M | $34.0M |
| 3 | CROSSCOUNTRY MORTGAGE, LLC |
CLEVELAND OH |
| 8,037 |
| $340.3M |
| $25.2M |
| 4 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $13.2M |
| 5 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN | HAYS KS | 1,178 | $96.9M | $11.4M |
| 6 | WAYNE MEMORIAL HOSPITAL, INC. WAYNE UNC 403(B) PLAN | GOLDSBORO NC | 1,733 | $84.9M | $9.8M |
| 7 | SEW-EURODRIVE, INC. SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN | LYMAN SC | 1,062 | $238.0M | $8.5M |
| 8 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 342 | $63.0M | $7.9M |
| 9 | AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) ASHA 401(K) PLAN | ROCKVILLE MD | 317 | $81.2M | $7.6M |
| 10 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $6.2M |
