Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Core Plus Bond Fund Mutual Fund in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ON LOK INC. ON LOK RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,242 | $119.0M | $2.6M |
| 2 | GOODWILL INDUSTRIES OF WESTERN NEW YORK, INC. GOODWILL OF WNY 401K PLAN | BUFFALO NY | 112 | $1.8M | $73K |
