Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Blue Chip Fund Mutual fund in their Schedule of Assets, totaling $24.3M 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 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $12.8M |
| 2 | LIVEPERSON, INC. LIVEPERSON, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 358 | $87.7M | $4.8M |
| 3 | GELFAND, RENNERT & FELDMAN, LLC GELFAND, RENNERT & FELDMAN 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 640 |
| $90.0M |
| $3.7M |
| 4 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $1.8M |
| 5 | FULTON COUNTY MEDICAL CENTER FULTON COUNTY MEDICAL CENTER EMPLOYEES' PENSION PLAN | MCCONNELLSBURG PA | 207 | $18.3M | $740K |
| 6 | GELFAND, RENNERT & FELDMAN, LLC GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN | LOS ANGELES CA | 385 | $15.3M | $484K |
| 7 | GOODWILL INDUSTRIES OF WESTERN NEW YORK, INC. GOODWILL OF WNY 401K PLAN | BUFFALO NY | 112 | $1.8M | $48K |
