Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Global Investors Trust Morley Stable Value Fund in their Schedule of Assets, totaling $16.7M 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 | SAUSE BROS., INC. SAUSE BROS. RETIREMENT PLAN | PORTLAND OR | 177 | $36.2M | $6.5M |
| 2 | FLINTCO, LLC FLINTCO, LLC SAVINGS PLUS PLAN | TULSA OK | 839 | $113.5M | $5.7M |
| 3 | Y-12 FEDERAL CREDIT UNION Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST |
OAK RIDGE TN |
| 350 |
| $40.2M |
| $2.5M |
| 4 | U.S. TOBACCO COOPERATIVE INC. U.S. TOBACCO COOPERATIVE 401(K) PLAN | RALEIGH NC | 271 | $23.3M | $1.5M |
| 5 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $411K |
| 6 | HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO IL | 160 | $5.1M | $2K |
