Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Global Investors Fixed Income Guaranteed Option - in their Schedule of Assets, totaling $4.0M 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 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $2.6M |
| 2 | CONVERGENZ, LLC CONVERGENZ 401(K) RETIREMENT PLAN | VIENNA VA | 179 | $8.2M | $1.1M |
| 3 | PREMIER THERAPY LLC PREMIER THERAPY LLC EMPLOYEES' 401(K) PLAN |
BEAVER FALLS PA |
| 1,063 |
| $20.2M |
| $290K |
