Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Global Investors in their Schedule of Assets, totaling $89.3M 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 FIRE & CASUALTY CO UNITED PENSION PLAN | CEDAR RAPIDS IA | 652 | $241.2M | $61.4M |
| 2 | HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP HOAGLAND, LONGO, MORAN, DUNST & DOUKAS 401(K) RETIREMENT PLAN | NEW BRUNSWICK NJ | 117 | $45.6M | $10.1M |
| 3 | COMMUNITY ACTION ORGANIZATION OF WESTERN NEW YORK, INC. |
BUFFALO NY |
| 19 |
| $5.5M |
| $5.3M |
| 4 | THE INDEPENDENT ORDER OF FORESTERS THE INDEPENDENT ORDER OF FORESTERS 401(K) SAVINGS & RETIREMENT PLAN | — | 70 | $17.5M | $3.1M |
| 5 | PMC BIOGENIX, INC. RET PL FOR HRLY PD BGN UNIT EES OF PMC BIOGENIX, INC. | MOUNT LAUREL NJ | 44 | $2.9M | $2.9M |
| 6 | BCI BRANDS, LLC BERNARD CHAUS, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES | NEW YORK NY | 0 | $2.9M | $2.7M |
| 7 | GODSHALL'S QUALITY MEATS, INC. GODSHALL'S QUALITY MEATS, INC. 401(K) PLAN | SOUDERTON PA | 368 | $29.1M | $1.8M |
| 8 | HIREL CONNECTORS, INC. HRC-BE-CC 401(K)PLAN | CLAREMONT CA | 444 | $14.5M | $1.1M |
| 9 | TEXAS NATIONAL BANK TEXAS NATIONAL BANK 401(K) PLAN | EDINBURG TX | 152 | $7.9M | $631K |
| 10 | WILKINS, KAISER & OLSEN, INC. W K & O/HIGH CASCADE 401(K) PLAN | CARSON WA | 365 | $25.8M | $208K |
