Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Principal Financial Group in their Schedule of Assets, totaling $15.3M 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 | OGE ENERGY CORP. OGE ENERGY CORP. GROUP MEDICAL PLAN | OKLAHOMA CITY OK | 2,167 | $31.7M | $11.5M |
| 2 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $904K |
| 3 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN |
CINCINNATI OH |
| 2,560 |
| $1.2B |
| $838K |
| 4 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $750K |
| 5 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $397K |
| 6 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $275K |
| 7 | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND CENTRAL LABORERS' PENSION FUND | JACKSONVILLE IL | 5,167 | $1.4B | $149K |
| 8 | DFM INVESTMENT, CO. DFM EMPLOYEES RETIREMENT & 401(K) PLAN | ST. LOUIS MO | 176 | $17.1M | $98K |
| 9 | KNIGHTS OF COLUMBUS SUPREME COUNCIL KNIGHTS OF COLUMBUS MASTER TRUST | NEW HAVEN CT | — | $655.5M | $73K |
| 10 | THE INTERNATIONAL ASSOCIATION OF LIONS CLUBS RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERNATIONAL ASSOCIATION OF LIONS CLUBS | OAK BROOK IL | 40 | $53.4M | $69K |
