Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Core Fixed income Separate Account + in their Schedule of Assets, totaling $12.0M 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 | CLARK RESTAURANT SERVICE, INC. CRS ONESOURCE RETIREMENT SAVINGS PLAN | OWENSBORO KY | 187 | $21.1M | $3.9M |
| 2 | DM GROUP, INC. DM GROUP, INC. 401(K) PROFIT SHARING PLAN | PRINCE FREDERICK MD | 92 | $11.9M | $2.6M |
| 3 | CRETEX COMPANIES, INC. CRETEX COMPANIES, INC. 401(K) PROFIT SHARING PLAN |
ELK RIVER MN |
| 2,163 |
| $271.6M |
| $2.6M |
| 4 | CURRIER, MCCABE & ASSOCIATES, INC. CURRIER MCCABE & ASSOCIATES INC 401K PROFIT SHARING PLAN PLAN & TRUST | LATHAM NY | 204 | $41.5M | $1.6M |
| 5 | PREMIER BRANDS OF AMERICA INC. PREMIER BRANDS OF AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST | WHITE PLAINS NY | 192 | $7.6M | $1.1M |
| 6 | HEALTHTRONICS GROUP, LP HEALTHTRONICS GROUP, LP 401(K) PLAN | ROUND ROCK TX | 274 | $50.4M | $214K |
| 7 | FREEDOM ELECTRONICS LLC FREEDOM ELECTRONICS LLC 401(K) PLAN | KENNESAW GA | 94 | $10.4M | $134K |
| 8 | L.C. DOANE COMPANY THE L.C. DOANE COMPANY 401(K) SAVINGS AND RETIREMENT PLAN | IVORYTON CT | 103 | $9.1M | $19K |
| 9 | GRANCO CLARK, INC. GRANCO CLARK, INC. 401(K) PROFIT-SHARING PLAN | BELDING MI | 116 | $6.2M | $11K |
| 10 | NEW ORLEANS & COMPANY NEW ORLEANS & COMPANY 401(K) PLAN | NEW ORLEANS LA | 103 | $14.1M | $8K |
