Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Life Insurance Company Bond & Mortgage in their Schedule of Assets, totaling $3.0M 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 | IBEW LOCAL UNION 288 AND NECA IOWA CHAPTER, JOINT BOARD OF TRUSTEES IBEW LOCAL 288 RETIREMENT AND 401K PLAN | WATERLOO IA | 213 | $28.3M | $2.5M |
| 2 | TEXTILE MANAGEMENT ASSOCIATES, INC. TEXTILE MANAGEMENT ASSOCIATES, INC. 401(K) PLAN | DALTON GA | 1,538 | $36.7M | $530K |
