Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Core Fixed Income Fund Mutual Fund in their Schedule of Assets, totaling $5.0M 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 | UWAJIMAYA, INC. UWAJIMAYA, INC. 401(K) RETIREMENT PLAN | SEATTLE WA | 563 | $36.4M | $4.2M |
| 2 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $644K |
| 3 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN |
ALBANY NY |
| 209 |
| $13.8M |
| $91K |
| 4 | COMMUNITY ACTION PARTNERSHIP OF RAMSEY AND WASHINGTON COUNTIES COMMUNITY ACTION PARTNERSHIP OF RAMSEY AND WASHINGTON COUNTIES TAX SHELTERED INVESTMENT PROGRAM 403(B) PLAN | SAINT PAUL MN | 353 | $15.5M | $62K |