Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Insurance Compa Prin Fixed Inc Guar Option in their Schedule of Assets, totaling $4.3M 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 | DELAWARE HOSPICE, INC. DELAWARE HOSPICE, INC. 403(B) RETIREMENT PLAN | NEWARK DE | 252 | $14.0M | $3.2M |
| 2 | THE PLEXUS GROUPE LLC THE PLEXUS GROUPE LLC 401(K) PROFIT SHARING PLAN | DEER PARK IL | 154 | $27.3M | $1000K |
| 3 | KELBERMAN CENTER, INC. KELBERMAN CENTER, INC. 403(B) PLAN |
UTICA NY |
| 319 |
| $5.9M |
| $101K |
