Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Core Fixed Income Fund - in their Schedule of Assets, totaling $3.9M 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 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN | SUGAR LAND TX | 994 | $226.1M | $1.8M |
| 2 | ARCHEM AMERICA, INC. ARCHEM AMERICA, INC. 401(K) PLAN | UPPER SANDSKY OH | 526 | $26.1M | $810K |
| 3 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN FOR REPRESENTED EMPLOYEES |
SUGAR LAND TX |
| 620 |
| $115.3M |
| $611K |
| 4 | U.S. GREEN BUILDING COUNCIL, INC. U.S. GREEN BUILDING COUNCIL 401(K) PLAN | WASHINGTON DC | 266 | $49.2M | $404K |
| 5 | BROADHEAD ENTERPRISES INC. BROADHEAD ENTERPRISES INC. 401(K) PLAN | MINNEAPOLIS MN | 138 | $19.0M | $272K |
| 6 | ALLISON-SMITH COMPANY, LLC ALLISON-SMITH COMPANY, LLC PS/401(K) PLAN | SMYRNA GA | 125 | $21.4M | $15K |
| 7 | INTERNATIONAL LITERACY ASSOCIATION INTERNATIONAL LITERACY ASSOCIATION DC RETIREMENT PLAN | NEWARK DE | 12 | $18.3M | $2K |
