Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Insurance Co. Principal Stable Value Z Fund in their Schedule of Assets, totaling $8.0M 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 | GNB BANCORPORATION GNB BANCORPORATION EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS | GRUNDY CENTER IA | 121 | $38.1M | $5.9M |
| 2 | CITIZENS STATE BANK CITIZENS STATE BANK 401(K) SAVINGS PLAN | SOMERVILLE TX | 145 | $22.3M | $1.1M |
| 3 | R & O CONSTRUCTION R & O CONSTRUCTION PROFIT SHARING 401(K) PLAN |
OGDEN UT |
| 172 |
| $26.4M |
| $1.0M |
