Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 126 U.S. retirement plans report holding Principal fixed income guaranteed option in their Schedule of Assets, totaling $299.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TREASURY WINE ESTATES AMERICAS COMPANY TREASURY WINE ESTATES RETIREMENT SAVINGS PLAN | NAPA CA | 929 | $129.4M | $28.4M |
| 2 | BOULDER COMMUNITY HEALTH BOULDER COMMUNITY HEALTH 403(B) PLAN | BOULDER CO | 2,063 | $244.1M | $19.8M |
| 3 | ATLANTIC CORPORATION OF WILMINGTON, INC. |
WILMINGTON NC |
| 1,144 |
| $177.8M |
| $15.5M |
| 4 | ELEMENTIS GLOBAL LLC ELEMENTIS GLOBAL RETIREMENT SAVINGS PLAN | EAST WINDSOR NJ | 218 | $89.5M | $12.3M |
| 5 | COLLIERS INTERNATIONAL USA, LLC COLLIERS INTERNATIONAL USA, LLC & AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 3,287 | $356.0M | $12.0M |
| 6 | NEIGHBORCARE HEALTH 403(B) THRIFT PLAN FOR NEIGHBORCARE HEALTH | SEATTLE WA | 697 | $71.1M | $10.3M |
| 7 | INTERNATIONAL REPUBLICAN INSTITUTE INTERNATIONAL REPUBLICAN INSTITUTE RETIREMENT SAVINGS PLAN | WASHINGTON DC | 388 | $56.4M | $9.9M |
| 8 | FPH MORRIE'S LLC MORRIE'S 401(K) PLAN | MINNETONKA MN | 1,360 | $53.1M | $9.2M |
| 9 | NEPHROLOGY ASSOCIATES, P.A. NEPHROLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | NEWARK DE | 143 | $50.9M | $8.1M |
| 10 | MONARCH HEALTHCARE MANAGEMENT, LLC MONARCH HEALTHCARE 401(K) PLAN | MANKATO MN | 5,522 | $34.8M | $7.9M |
