Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Global Investors Principal Guaranteed Option in their Schedule of Assets, totaling $4.6M 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 | SEURAT TECHNOLOGIES INC. SEURAT TECHNOLOGIES 401(K) PLAN | WILMINGTON MA | 159 | $9.6M | $1.7M |
| 2 | HEALTH MANAGEMENT SERVICES HEALTH MANAGEMENT SERVICES PENSION PLAN | LYNN MA | 337 | $18.4M | $1.6M |
| 3 | STAHL SHEAFFER ENGINEERING, LLC STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN |
STATE COLLEGE PA |
| 125 |
| $10.7M |
| $1.2M |
