Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Fixed Income Option in their Schedule of Assets, totaling $76.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $74.8M |
| 2 | ARLINGTON PROPERTIES, LLC ARLINGTON HOLDING COMPANY 401(K) PLAN | BIRMINGHAM AL | 732 | $17.1M | $938K |
| 3 | CHRISTIAN HERALD ASSOCIATION, INC. |
NEW YORK NY |
| 125 |
| $7.9M |
| $649K |
| 4 | THE INSPIRATIONAL NETWORK, INC. THE INSPIRATIONAL NETWORK 401(K) BENEFIT PLAN | INDIAN LAND SC | 659 | $48.3M | $21K |