Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Core Plus Bd Inst Fd in their Schedule of Assets, totaling $6.6M 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 | JCB, INC. JCB, INC. 401(K) RETIREMENT PLAN | POOLER GA | 976 | $48.5M | $4.4M |
| 2 | RAILROAD CONSTRUCTION COMPANY, INC RAILROAD CONSTRUCTION COMPANY, INC. 401K PLAN | PATERSON NJ | 147 | $35.1M | $648K |
| 3 | VITAL STRATEGIES, INC. VITAL STRATEGIES, INC. 403(B) PLAN |
NEW YORK NY |
| 181 |
| $26.0M |
| $475K |
| 4 | GAY MEN'S HEALTH CRISIS, INC. GAY MEN'S HEALTH CRISIS 403(B) PLAN | NEW YORK NY | 155 | $6.1M | $455K |
| 5 | GRANT REGIONAL HEALTH CENTER GRANT REGIONAL HEALTH CENTER RETIREMENT PLAN | LANCASTER WI | 325 | $29.6M | $251K |
| 6 | THE ARC OF THE CENTRAL CHESAPEAKE REGION, INC. THE ARC OF THE CENTRAL CHESAPEAKE REGION, INC. 403(B) PLAN | LINTHICUM HEIGHTS MD | 623 | $7.6M | $147K |
| 7 | KISTLER INSTRUMENT CORPORATION KISTLER INSTRUMENT CORP. 401(K) PLAN | AMHERST NY | 137 | $22.4M | $128K |
| 8 | URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC. URBAN LEAGUE OF METROPOLITAN ST. LOUIS 403(B) PLAN | ST LOUIS MO | 295 | $2.3M | $27K |
| 9 | BALANCE AUTISM BALANCE AUTISM RETIREMENT PLAN | ALTOONA IA | 462 | $11.5M | $18K |
| 10 | CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND WI | 236 | $18.7M | $15K |
