Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Inc SAM Flexible Income R5 Portfolio in their Schedule of Assets, totaling $127K 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 | CLEVELAND TILE LAYERS INDUSTRY CLEVELAND TILE LAYERS INDUSTRY PENSION FUND | VALLEY VIEW OH | 131 | $12.4M | $127K |
