Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal Fixed Income Guaranteed Option Guaranteed interest contract in their Schedule of Assets, totaling $14.9M 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 | SOLUTION DESIGN GROUP, INC. SOLUTION DESIGN GROUP 401(K) PROFIT SHARING PLAN | GOLDEN VALLEY MN | 198 | $35.4M | $5.3M |
| 2 | MAD ANTHONYS, INC. ANTHONY'S RESTAURANTS PROFIT SHARING PLAN | KIRKLAND WA | 760 | $33.7M | $2.9M |
| 3 | KANSAS CITY SYMPHONY KANSAS CITY SYMPHONY 403(B) RETIREMENT PLAN |
KANSAS CITY MO |
| 114 |
| $15.5M |
| $2.2M |
| 4 | M. T. LANEY COMPANY, INC. M. T. LANEY CO. INC. 401(K) PLAN | ELDERSBURG MD | 210 | $11.2M | $1.2M |
| 5 | DORFMAN MILANO COMPANY DORFMAN MILANO COMPANY VOLUNTARY INVESTMENT PLAN | STOCKTON CA | 118 | $19.3M | $1.1M |
| 6 | NORTHEASTERN SUPPLY, INC. NORTHEASTERN SUPPLY, INC. 401(K) PLAN | BALTIMORE MD | 323 | $39.6M | $788K |
| 7 | MILLER HOLDINGS,INC MILLER HOLDINGS, INC. 401(K) PLAN | BISMARCK ND | 152 | $16.8M | $626K |
| 8 | KBP BRANDS, LLC KBP BRANDS 401(K) PLAN | LEAWOOD KS | 9,238 | $18.9M | $272K |
| 9 | NCM ASSOCIATES, INC. NCM ASSOCIATES, INC. ESOP/401(K) PLAN | KANSAS CITY MO | 227 | $115.1M | $185K |
| 10 | HOSPICE OF THE PIEDMONT, INC. HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN | CHARLOTTESVILLE VA | 202 | $6.8M | $184K |
