Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Fixed Income Guaranteed Option Group Annuity Contract in their Schedule of Assets, totaling $6.3M 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 | ARC AUTOMOTIVE, INC. ARC AUTOMOTIVE RETIREMENT PLAN | KNOXVILLE TN | 133 | $14.1M | $3.3M |
| 2 | ENERGY TRUST OF OREGON, INC. ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN | PORTLAND OR | 175 | $29.0M | $2.7M |
| 3 | CALDWELL & GREGORY LLC CALDWELL & GREGORY LLC 401(K) PLAN |
MANAKIN SABOT VA |
| 214 |
| $10.4M |
| $213K |
