Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Global Investors Trust in their Schedule of Assets, totaling $3.7M 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 | AWI HOLDINGS, LLC AUTO-WARES GROUP 401K SAVINGS PLAN | GRAND RAPIDS MI | 2,075 | $61.8M | $3.1M |
| 2 | MEDMIX US HOLDING INC. MEDMIX RETIREMENT SAVINGS PLAN | SALEM NH | 183 | $17.6M | $552K |
| 3 | ELLIPSIS, INC. ELLIPSIS, INC. 401(K) PLAN |
| 156 |
| $6.2M |
| $12K |
