Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Blue Chip R6 Mutual fund in their Schedule of Assets, totaling $12.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RAYONIER INC. RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES | WILDLIGHT FL | 335 | $122.7M | $5.9M |
| 2 | SENTINEL BENEFITS GROUP, INC. SENTINEL BENEFITS GROUP, INC. PROFIT SHARING & 401(K) TRUST | WAKEFIELD MA | 272 | $69.1M | $3.3M |
| 3 | THE NORTH CAROLINA MUTUAL WHOLESALE DRUG COMPANY, INC. |
DURHAM NC |
| 95 |
| $22.7M |
| $2.3M |
| 4 | CANCER CARE ASSOCIATES OF YORK, INC. CANCER CARE ASSOCIATES OF YORK 401(K) PLAN | YORK PA | 108 | $17.1M | $670K |
| 5 | HARBOR HEALTH SERVICES, INC. HARBOR HEALTH SERVICES, INC. 403(B) PLAN | MATTAPAN MA | 607 | $45.2M | $495K |
| 6 | DOTHOUSE HEALTH DOTHOUSE HEALTH 403(B) RETIREMENT PLAN | DORCHESTER MA | 298 | $17.0M | $151K |
| 7 | LYNN COMMUNITY HEALTH INC LYNN COMMUNITY HEALTH CENTER RETIREMENT PLAN | LYNN MA | 764 | $11.8M | $98K |
| 8 | H.H. KNOEBEL SONS, INC. H.H. KNOEBEL SONS, INC. 401(K) PLAN | ELYSBURG PA | 357 | $7.0M | $39K |
