Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds, Inc. Principal Strategic Asset Management Balanced Portfolio in their Schedule of Assets, totaling $3.9M 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 | PROGRAM DEVELOPMENT SERVICES, INC. SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PROGRAM DEVELOPMENT SERVICES, INC. | BROOKLYN NY | 326 | $8.2M | $3.9M |
