Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Core Fixed Registered Investment Company in their Schedule of Assets, totaling $975K 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 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE TDA RETIREMENT PLAN | DALLAS TX | 134 | $10.5M | $523K |
| 2 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE RETIREMENT PLAN | DALLAS TX | 110 | $8.2M | $401K |
| 3 | VANDERHEYDEN HALL, INC. VANDERHEYDEN HALL EMPLOYEE 403(B) PLAN |
WYNANTSKILL NY |
| 409 |
| $5.5M |
| $51K |