Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Financial 990,000 5.375% 03/15/33 in their Schedule of Assets, totaling $1.0M 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 | TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND | NORTH BRUNSWICK NJ | 12 | $124.3M | $1.0M |
