Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Financial Group, Inc. Stock Pooled separate account in their Schedule of Assets, totaling $546K 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 | STOREY-KENWORTHY COMPANY STOREY-KENWORTHY COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | DES MOINES IA | 183 | $34.3M | $347K |
| 2 | ROSENTHAL & ROSENTHAL INC. ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN | NEW YORK NY | 208 | $57.1M | $84K |
| 3 | WESTSTAR MORTGAGE CORPORATION |
ALBUQUERQUE NM |
| 114 |
| $17.3M |
| $42K |
| 4 | MIDLAND PLASTICS, INC. MIDLAND PLASTICS, INC. EMPLOYEES 401(K) AND PROFIT-SHARING PLAN | NEW BERLIN WI | 122 | $10.1M | $40K |
| 5 | FLOATS AND FUEL CELLS FLOATS AND FUEL CELLS 401(K) RETIREMENT PLAN | MEMPHIS TN | 173 | $9.9M | $23K |
| 6 | BESTOP, INC. BESTOP, INC. 401(K) RETIREMENT PLAN | WESTMINSTER CO | 215 | $19.2M | $10K |
| 7 | CREDIT MANAGEMENT COMPANY CREDIT MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 113 | $2.8M | $2K |
