Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Core Fix Inc Inst Fd in their Schedule of Assets, totaling $2.6M 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 | PAC-12 ENTERPRISES, LLC PAC-12 ENTERPRISES, LLC GENERATION PLAN | SAN RAMON CA | 15 | $18.9M | $1.9M |
| 2 | LUTHERANLIVING SERVICES, INC. LUTHERAN HOME & HARWOOD PLACE 403(B) PLAN | WAUWATOSA WI | 484 | $14.7M | $299K |
| 3 | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS AMERICAN COLLEGE OF EMERGENCY PHYSICIANS 401(K) PS PLAN | IRVING TX | 139 | $42.5M | $230K |
| 4 | PAC-12 ENTERPRISES, LLC PAC-12 ENTERPRISES, LLC ACCESS PLAN | SAN RAMON CA | 69 | $3.4M | $151K |