Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds, Inc. Principal Core Fixed Income Fund in their Schedule of Assets, totaling $2.8M 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 | P.A. LANDERS, INC. P.A. LANDERS, INC. RETIREMENT SAVINGS PLAN | HANOVER MA | 287 | $24.2M | $1.9M |
| 2 | UNITED WAY OF GREATER HOUSTON UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN | HOUSTON TX | 203 | $28.9M | $879K |
