Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Fixed income Guaranteed Option in their Schedule of Assets, totaling $8.4M 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 | MESA ASSOCIATES, INC. MESA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MADISON AL | 1,076 | $135.6M | $7.1M |
| 2 | SUCCESSION CAPITAL, INC. SUCCESSION CAPITAL, INC. 401(K) PLAN | LA JOLLA CA | 615 | $25.4M | $1.3M |
| 3 | THE INSTITUTE FOR EFFECTIVE EDUCATION THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN |
SAN DIEGO CA |
| 223 |
| $4.5M |
| $21K |
