Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Core Fixed Income SA-Z in their Schedule of Assets, totaling $115K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE KENJYA-TRUSANT GROUP, LLC THE KENJYA-TRUSANT GROUP, LLC 401(K) PLAN | COLUMBIA MD | 69 | $14.8M | $104K |
| 2 | CHURCHILL OPCO HOLDING LLC CHURCHILL OPCO HOLDING LLC 401(K) PLAN | ROBBINSVILLE NJ | 697 | $9.2M | $11K |
