Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Fixed Income Separate Account in their Schedule of Assets, totaling $1.9M 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 | TALLIS, LLC TALLIS, LLC 401(K) PLAN | SHERMAN OAKS CA | 918 | $9.2M | $1.8M |
| 2 | ALLIANCE FOR MULTISPECIALTY RESEARCH, LLC ALLIANCE FOR MULTISPECIALTY RESEARCH RETIREMENT PLAN | KNOXVILLE TN | 350 | $18.3M | $52K |