Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Prin Fixed Income non 401(a) 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $5.1M |
| 2 | CPC INTEGRATED HEALTH, INC. 403(B) THRIFT PLAN FOR CPC INTEGRATED HEALTH, INC. | EATONTOWN NJ | 313 | $29.4M | $3.3M |
| 3 | OHIO COUNTY HOSPITAL OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN |
HARTFORD KY |
| 703 |
| $19.5M |
| $1.4M |
| 4 | THE ADVOCACY ALLIANCE THE ADVOCACY ALLIANCE RETIREMENT PLAN | SCRANTON PA | 161 | $5.9M | $1.2M |
| 5 | CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND WI | 236 | $18.7M | $505K |
| 6 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $263K |
| 7 | BALANCE AUTISM BALANCE AUTISM RETIREMENT PLAN | ALTOONA IA | 462 | $11.5M | $168K |
| 8 | GREENWICH HOUSE, INC. GREENWICH HOUSE 403(B) PLAN | NEW YORK NY | 127 | $6.5M | $97K |
| 9 | LUTHERANLIVING SERVICES, INC. LUTHERAN HOME & HARWOOD PLACE 403(B) PLAN | WAUWATOSA WI | 484 | $14.7M | $81K |
