Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Principal Financial Group, Inc. in their Schedule of Assets, totaling $2.0M 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 | OLYMPUS CORPORATION OF THE AMERICAS OLYMPUS CORPORATION OF THE AMERICAS PENSION PLAN | CENTER VALLEY PA | 558 | $351.1M | $840K |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $283K |
| 3 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN |
ST. PAUL MN |
| 6,472 |
| $8.9B |
| $243K |
| 4 | NORTON HEALTHCARE, INC. NORTON HEALTHCARE, INC. RETIREMENT PLAN | LOUISVILLE KY | 2,345 | $168.7M | $210K |
| 5 | INTEL CORPORATION INTEL CORPORATION RETIREE MEDICAL PLAN | CHANDLER AZ | 0 | $544.3M | $170K |
| 6 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN | EDMESTON NY | 943 | $82.5M | $103K |
| 7 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $62K |
| 8 | SOUTHERN CALIFORNIA EDISON COMPANY EDISON INTERNATIONAL WELFARE BENEFIT PLAN | ROSEMEAD CA | 13,814 | $1.5B | $23K |
| 9 | BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITY CARPENTERS' PENSION TRUST FUND - DETROIT AND VICINITY | TROY MI | 4,904 | $1.4B | $15K |
| 10 | EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION UFCW INTL UNION PENSION PLAN FOR EMPLOYEES | WASHINGTON DC | 2,086 | $1.2B | $13K |
