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 N/R in their Schedule of Assets, totaling $2.1M 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 | WISCONSIN BUILT, INC. WISCONSIN BUILT 401(K) SAVINGS PLAN | DEERFIELD WI | 168 | $14.2M | $1.9M |
| 2 | METRO TECH HOLDINGS, LLC D/B/A DEGREE ONE DEGREEONE 401(K) PLAN | SCHAUMBURG IL | 0 | $0 | $180K |
| 3 | RISEBORO COMMUNITY PARTNERSHIP, INC. RISEBORO 403(B) PLAN |
BROOKLYN NY |
| 704 |
| $9.9M |
| $68K |
