Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Principal Funds, Inc. in their Schedule of Assets, totaling $54.3M 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 | COWIN EQUIPMENT COMPANY INC COWIN EQUIPMENT COMPANY, INC 401(K) PLAN | BIRMINGHAM AL | 242 | $42.1M | $12.9M |
| 2 | STEWART EFI STEWART EFI 401(K) PLAN | THOMASTON CT | 154 | $21.3M | $10.6M |
| 3 | JACKSONVILLE ZOOLOGICAL SOCIETY, INC. JACKSONVILLE ZOO RETIREMENT PLAN |
JACKSONVILLE FL |
| 283 |
| $11.4M |
| $9.6M |
| 4 | HOLT OF CALIFORNIA THE HOLT RETIREMENT PLAN | PLEASANT GROVE CA | 916 | $135.0M | $5.7M |
| 5 | LINCOLN COMMUNITY HEALTH CENTER, INC. LINCOLN COMMUNITY HEALTH CENTER, INC. INTERNAL REVENUE CODE SECTION 403(B) | DURHAM NC | 258 | $17.9M | $4.8M |
| 6 | JCB, INC. JCB, INC. 401(K) RETIREMENT PLAN | POOLER GA | 976 | $48.5M | $2.7M |
| 7 | WESLEYAN SENIOR LIVING WESLEYAN SENIOR LIVING ET AL RETIREMENT PLAN | ELYRIA OH | 328 | $2.4M | $2.3M |
| 8 | G4 HOLDINGS, INC. DBA GEIGER GROUP GEIGER GROUP 401(K) PLAN | LEWISTON ME | 369 | $38.4M | $1.5M |
| 9 | BAY AREA YOUTH SERVICES, INC. BAY AREA YOUTH SERVICES, INC. 403(B) PLAN | TAMPA FL | 314 | $1.7M | $1.5M |
| 10 | WILSON, ELSER, MOSKOWITZ, EDELMAN, & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER, LLP DEFINED BENEFIT PLAN FOR NON-LEGAL STAFF | NEW YORK NY | 71 | $11.3M | $1.3M |
