Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Inc. Registered Investment Company Principal Core Fixed in their Schedule of Assets, totaling $6.6M 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 | TRIDEUM CORPORATION TRIDEUM 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 483 | $44.1M | $5.7M |
| 2 | SAM HOUSTON ELECTRIC COOPERATIVE, INC. SAM HOUSTON ELECTRIC COOPERATIVE, INC. PENSION PLAN | LIVINGSTON TX | 169 | $36.3M | $955K |
