Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Fixed Inc Guar Option in their Schedule of Assets, totaling $10.9M 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 | SIERRA LOBO, INC. SIERRA LOBO, INC. 401(K) PLAN | MILAN OH | 690 | $61.7M | $10.0M |
| 2 | DEMA ENGINEERING CO. DEMA ENGINEERING CO. 401K PLAN | SAINT LOUIS MO | 102 | $32.3M | $601K |
| 3 | CYRUSONE LLC CYRUSONE 401(K) SAVINGS PLAN | DALLAS |
| 480 |
| $64.4M |
| $170K |
| 4 | LOCKSTEP TECHNOLOGY GROUP, LLC LOCKSTEP TECHNOLOGY 401(K) PLAN | PEACHTREE CORNERS GA | 260 | $11.4M | $89K |
| 5 | SHEA, CARR & JEWELL, INC. SCJ ALLIANCE 401(K) PLAN | LACEY WA | 128 | $11.7M | $51K |