Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Funds, Inc. Principal Blue Chip R6 Fund in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPENCER GIFTS LLC SPENCER GIFTS LLC 401(K) PLAN | EGG HARBOR TOWNSHIP NJ | 4,222 | $71.0M | $4.2M |
| 2 | WESTMINSTER SERVICES, INC. WESTMINSTER SERVICES, INC. 403(B) PLAN | ORLANDO FL | 2,524 | $41.8M | $775K |
| 3 | WESTMINSTER SERVICES, INC. WESTMINSTER SERVICES, INC. RETIREMENT PLAN |
ORLANDO FL |
| 1,554 |
| $12.5M |
| $165K |
| 4 | THE ARC OF CARROLL COUNTY, INC. THE ARC CARROLL COUNTY 403(B) PLAN | WESTMINSTER MD | 271 | $6.3M | $103K |
| 5 | JEWISH FAMILY & COMMUNITY SERVICES, INC. 403(B) THRIFT PLAN OF JEWISH FAMILY & COMMUNITY SERVICES, INC. | JACKSONVILLE FL | 243 | $2.9M | $101K |
