Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Income in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LDV, INC. LYNCH COMPANIES 401(K) SAVINGS PLAN | BURLINGTON WI | 648 | $72.1M | $1.1M |
| 2 | PUTZMEISTER AMERICA, INC. PUTZMEISTER AMERICA, INC. 401(K) PLAN | STURTEVANT WI | 291 | $33.2M | $288K |
