Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding Principal Global Investors Trust Co. in their Schedule of Assets, totaling $856.8M 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 | UNITED RENTALS (NORTH AMERICA), INC. UNITED RENTALS 401(K) INVESTMENT PLAN | STAMFORD CT | 23,378 | $2.3B | $126.2M |
| 2 | AVERITT EXPRESS, INC. AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN | COOKEVILLE TN | 8,187 | $775.2M | $101.7M |
| 3 | LEE COMPANY LEE COMPANY 401(K) PLAN |
FRANKLIN TN |
| 1,386 |
| $68.7M |
| $40.6M |
| 4 | UNITI GROUP INC. UNITI GROUP INC. 401(K) PLAN | LITTLE ROCK AR | 760 | $64.5M | $40.3M |
| 5 | AMERICAN FOREST MANAGEMENT, INC. AMERICAN FOREST MANAGEMENT, INC. 401(K) PLAN | CHARLOTTE NC | 276 | $49.3M | $36.9M |
| 6 | JCB, INC. JCB, INC. 401(K) RETIREMENT PLAN | POOLER GA | 976 | $48.5M | $34.2M |
| 7 | AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | CALIFORNIA MD | 364 | $46.5M | $32.0M |
| 8 | GBLI HOLDINGS, LLC GLOBAL INDEMNITY 401(K) PLAN | BALA CYNWYD PA | 253 | $77.3M | $28.9M |
| 9 | DIGITAL INTELLIGENCE SYSTEMS, LLC DISYS 401(K) PLAN | MCLEAN VA | 5,809 | $135.8M | $26.8M |
| 10 | KURT J LESKER CO KURT J. LESKER CO. 401(K) RETIREMENT PLAN | JEFFERSON HILLS PA | 361 | $52.7M | $23.4M |
