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 Pooled separate account in their Schedule of Assets, totaling $2.4M 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 | R.J. ZAVORAL & SONS, INC. R.J. ZAVORAL & SONS, INC. RETIREMENT PLAN | EAST GRAND FORKS MN | 202 | $22.4M | $1.3M |
| 2 | LIGON HYDRAULICS, LLC LIGON INDUSTRIES 401(K) RETIREMENT PLAN | HAMPTON IA | 1,110 | $65.2M | $486K |
| 3 | E SOURCE COMPANIES, LLC E SOURCE 401(K) PLAN |
BOULDER CO |
| 308 |
| $25.0M |
| $446K |
| 4 | QC FINANCIAL SERVICES, INC. QC FINANCIAL SERVICES 401(K) RETIREMENT PLAN | LENEXA KS | 698 | $17.9M | $67K |
| 5 | AML RIVERSIDE, LLC AML RIVERSIDE, LLC 401(K) PLAN | FT. DODGE IA | 213 | $15.0M | $60K |
| 6 | AMVC EMPLOYEE SERVICES, LLC AMVC 401(K) PROFIT SHARING PLAN | AUDUBON IA | 862 | $27.9M | $23K |
| 7 | CPG BEYOND, INC. CPG BEYOND, INC. 401(K) PLAN | ASHBURN VA | 248 | $14.1M | $17K |
