Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Diversified International SA-Z in their Schedule of Assets, totaling $1.1M 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 | LEGACY HEALTHCARE SERVICES, INC. LEGACY HEALTHCARE SERVICES, INC. 401(K) PLAN | RALEIGH NC | 2,454 | $38.9M | $1.1M |
| 2 | GRANITE LOGISTIC SERVICES, LLC GRANITE LOGISTICS 401(K) PLAN | SARTELL MN | 126 | $13.6M | $9K |
