Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Bond Market Index Fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $10.5M |
| 2 | JONAH ENERGY, LLC JONAH ENERGY 401(K) PLAN | DENVER CO | 154 | $47.5M | $256K |
| 3 | ATLAS OIL COMPANY ATLAS OIL COMPANY 401(K) PLAN |
BIRMINGHAM MI |
| 311 |
| $15.4M |
| $4K |
| 4 | KENSINGTON COMMUNITY CORPORATION FOR INDIVIDUAL DIGNITY KENCCID 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 150 | $1.4M | $2K |