Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Inc. Core Plus Bond R3 Fund - in their Schedule of Assets, totaling $360K 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 | ROGERSON COMMUNITIES ROGERSON COMMUNITIES RETIREMENT SAVINGS PLAN | BOSTON MA | 308 | $10.8M | $320K |
| 2 | ST. CHARLES HEALTH COUNCIL, INC. ST. CHARLES HEALTH COUNCIL, INC. 403B RETIREMENT PLAN | JONESVILLE VA | 190 | $11.4M | $39K |
