Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Principal Diversified International " in their Schedule of Assets, totaling $14.3M 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 | IVINSON MEMORIAL HOSPITAL IVINSON MEMORIAL HOSPITAL RETIREMENT PLAN | LARAMIE WY | 639 | $58.4M | $2.3M |
| 2 | LOU FUSZ AUTOMOTIVE NETWORK, INC. LOU FUSZ AUTOMOTIVE NETWORK RETIREMENT SAVINGS PLAN | EARTH CITY MO | 1,085 | $85.5M | $2.3M |
| 3 | AUSTIN MUTUAL INSURANCE COMPANY |
JACKSONVILLE FL |
| 0 |
| $18.9M |
| $1.9M |
| 4 | KEENAN HOPKINS SCHMIDT & STOWELL CONTRACTORS KEENAN, HOPKINS, SCHMIDT AND STOWELL CONTRACTORS, INC. SAVINGS PLAN | TAMPA FL | 285 | $21.0M | $1.8M |
| 5 | SCHUTZ CONTAINER SYSTEMS, INC. SCHUTZ CONTAINER SYSTEMS, INC. EMPLOYEE'S 401(K) RETIREMENT PLAN | NORTH BRANCH NJ | 824 | $40.8M | $1.7M |
| 6 | TEAM INDUSTRIES, INC. TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | KAUKAUNA WI | 114 | $35.7M | $1.2M |
| 7 | MORGAN CORP MORGAN CORP 401(K) PROFIT SHARING PLAN | DUNCAN SC | 612 | $28.5M | $709K |
| 8 | P97 NETWORKS, LLC P97 NETWORKS 401(K) PLAN | HOUSTON TX | 123 | $9.6M | $642K |
| 9 | SOUTHWARK METAL MANUFACTURING CO. SOUTHWARK METAL MANUFACTURING CO. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 1,274 | $24.6M | $578K |
| 10 | MAGNOLIA BANKING CORPORATION AND FARMERS BANK AND TRUST COMPANY FARMERS BANK AND TRUST COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MAGNOLIA AR | 390 | $31.2M | $514K |
