Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Blue Chip Fund Class R6 in their Schedule of Assets, totaling $10.7M 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 | SCOTTMADDEN, INC. SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 216 | $80.1M | $7.9M |
| 2 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $1.4M |
| 3 | SUFFOLK CREDIT UNION SUFFOLK CREDIT UNION CAPITAL ACCUMULATION PLAN |
MEDFORD NY |
| 175 |
| $16.0M |
| $1.3M |
| 4 | COLUMBUS SCHOOL FOR GIRLS COLUMBUS SCHOOL FOR GIRLS RETIREMENT PLAN | COLUMBUS OH | 110 | $35.0M | $61K |
