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 Plus Bond Inst Fund in their Schedule of Assets, totaling $2.1M 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 | UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 403(B) THRIFT PLAN FOR UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | NEW YORK NY | 680 | $26.4M | $2.0M |
| 2 | THE ARC OF CARROLL COUNTY, INC. THE ARC CARROLL COUNTY 403(B) PLAN | WESTMINSTER MD | 271 | $6.3M | $83K |
