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 Separate Account Pooled Separate Account NR in their Schedule of Assets, totaling $5.4M 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 | P E SYSTEMS, INC. P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | FAIRFAX VA | 368 | $30.1M | $5.4M |
| 2 | NORTHERN VIRGINIA FAMILY SERVICE, INC. NVFS 401(K) PLAN | FALLS CHURCH VA | 324 | $23.9M | $17K |