Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Blue Chip in their Schedule of Assets, totaling $21.2M 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 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $10.6M |
| 2 | ND PAPER INC. ND PAPER RETIREMENT PLAN | OAK BROOK IL | 330 | $85.1M | $5.4M |
| 3 | METAL MASTERS FOOD SERVICE EQUIPMENT CO., INC. EAGLE GROUP 401(K) RETIREMENT PLAN |
CLAYTON DE |
| 317 |
| $29.4M |
| $2.1M |
| 4 | ENVIRONAMICS, INC. ENVIRONAMICS, INC. 401(K) SAFE HARBOR PLAN | CHARLOTTE NC | 112 | $15.4M | $2.0M |
| 5 | SOUTHWARK METAL MANUFACTURING CO. SOUTHWARK METAL MANUFACTURING CO. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 1,274 | $24.6M | $765K |
| 6 | CHILDSTRIVE CHILDSTRIVE 403(B) PLAN | EVERETT WA | 107 | $6.0M | $174K |
| 7 | ADVANCE TANK AND CONSTRUCTION CO. ADVANCE TANK EMPLOYEES' RETIREMENT PLAN | WELLINGTON CO | 206 | $12.6M | $173K |
| 8 | J127 EDUCATION FOUNDATION J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN | FAIRFAX VA | 245 | $6.5M | $40K |
