Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Funds in their Schedule of Assets, totaling $10.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JENNE, INC. JENNE, INC. 401(K) PLAN | AVON OH | 193 | $29.5M | $4.3M |
| 2 | AM/NS CALVERT LLC AM/NS CALVERT LLC 401K PLAN | CALVERT AL | 2,153 | $288.5M | $2.7M |
| 3 | REGIONAL HEALTH CARE CLINIC, INC. KATY TRAIL COMMUNITY HEALTH 403(B) PLAN |
| 213 |
| $2.4M |
| $1.7M |
| 4 | STYX ACQUISITION, LLC BUEHLER'S FRESH FOODS EMPLOYEES' 401(K) PLAN | WOOSTER OH | 1,351 | $39.3M | $1.3M |
| 5 | LAWTON WELDING CO., INC. LAWTON WELDING CO., INC. 401(K) PLAN | TOPSFIELD MA | 127 | $11.3M | $36K |
| 6 | TURNINGPOINT HEALTHCARE SOLUTIONS, LLC TURNINGPOINT HEALTHCARE SOLUTIONS, LLC 401(K) PLAN | LAKE MARY FL | 385 | $6.6M | $16K |
