Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Core Plus Bond Pooled separate accounts in their Schedule of Assets, totaling $2.1M 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 | WHKS & CO WHKS & CO. SAVINGS PLAN | MASON CITY IA | 141 | $23.6M | $746K |
| 2 | HEIDELL, PITTONI, MURPHY & BACH, LLP HEIDELL, PITTONI, MURPHY & BACH, LLP 401(K) PLAN | NEW YORK NY | 169 | $35.1M | $682K |
| 3 | MUTH ELECTRIC INC MUTH ELECTRIC, INC. 401(K) RETIREMENT PLAN |
MITCHELL SD |
| 496 |
| $42.5M |
| $548K |
| 4 | BLUE DOT READI-MIX, LLC BLUE DOT READI-MIX, LLC 401(K) RETIREMENT PLAN | MINT HILL NC | 203 | $8.0M | $97K |
| 5 | CEMEN TECH HOLDINGS CEMEN TECH HOLDINGS 401(K) PLAN | INDIANOLA IA | 149 | $5.8M | $27K |
