Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Principal fixed income guaranteed option in their Schedule of Assets, totaling $78.9M 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 | ELEMENTIS GLOBAL LLC ELEMENTIS GLOBAL RETIREMENT SAVINGS PLAN | EAST WINDSOR NJ | 218 | $89.5M | $12.3M |
| 2 | NEPHROLOGY ASSOCIATES, P.A. NEPHROLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | NEWARK DE | 143 | $50.9M | $8.1M |
| 3 | NATIONAL CONSTRUCTION ENTERPRISES, INC. |
YPSILANTI MI |
| 276 |
| $45.9M |
| $4.9M |
| 4 | CURRIER, MCCABE & ASSOCIATES, INC. CURRIER MCCABE & ASSOCIATES INC 401K PROFIT SHARING PLAN PLAN & TRUST | LATHAM NY | 204 | $41.5M | $3.9M |
| 5 | HYDROGEOLOGIC, INC. HYDROGEOLOGIC, INC. 401(K) PROFIT SHARING PLAN | RESTON VA | 573 | $92.2M | $3.5M |
| 6 | METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWISH POVERTY MET COUNCIL 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 205 | $18.5M | $3.3M |
| 7 | SUNBURST HOSPITALITY CORPORATION SUNBURST HOSPITALITY CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN | FULTON MD | 941 | $28.0M | $3.2M |
| 8 | JKT GAMING, INC. DBA 7 CEDARS 7 CEDARS 401(K) PLAN | SEQUIM WA | 560 | $12.7M | $3.1M |
| 9 | PERFORMANCE TRUCK AND HOUSTON HEAVY DUTY TRUCK AND TRAILER CLEVELAND MACK SALES, INC. 401(K) PLAN | CLEVELAND TX | 332 | $28.0M | $2.9M |
| 10 | TAX AIRFREIGHT, INC. TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN | MILWAUKEE WI | 250 | $11.9M | $2.9M |
