Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Global Investors Trust Company in their Schedule of Assets, totaling $48.7M 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 | NEEDHAM BANK NEEDHAM BANK 401(K) PLAN | NEEDHAM MA | 370 | $58.0M | $30.6M |
| 2 | JENNE, INC. JENNE, INC. 401(K) PLAN | AVON OH | 193 | $29.5M | $12.9M |
| 3 | BUTLER/TILL, INC. BUTLER/TILL, INC. 401(K) PLAN | ROCHESTER NY | 252 |
| $23.1M |
| $4.1M |
| 4 | FIVE GUYS ENTERPRISES LLC FIVE GUYS ENTERPRISES, LLC 401(K) PLAN | ALEXANDRIA VA | 2,261 | $43.5M | $617K |
| 5 | KWIK LOK CORPORATION KWIK LOK CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | YAKIMA WA | 152 | $10.7M | $455K |
