Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Core Fixed in their Schedule of Assets, totaling $3.3M 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 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $1.1M |
| 2 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY UT | 230 | $66.5M | $930K |
| 3 | LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE |
LONGVIEW TX |
| 289 |
| $7.0M |
| $784K |
| 4 | COMMUNITY ACTION WAYNE COMMUNITY ACTION WAYNE/MEDINA RETIREMENT SAVINGS PLAN | WOOSTER OH | 132 | $8.2M | $345K |
| 5 | SUNSET MANOR, INC. SUNSET ASSOCIATION RETIREMENT SAVINGS PLAN | JENISON MI | 370 | $14.3M | $106K |
| 6 | TETON VALLEY HEALTH CARE, INC. TETON VALLEY HEALTH CARE, INC. 403(B) PLAN | DRIGGS ID | 364 | $7.9M | $56K |
| 7 | COSCO SHIPPING (NORTH AMERICA) INC. COSCO SHIPPING (NORTH AMERICA) INC. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 477 | $101.4M | $36K |
