Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 96 U.S. retirement plans report holding Principal Life Insurance Company* Fixed Income Guaranteed Option in their Schedule of Assets, totaling $197.9M 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 | VIRGINIA FEDERAL CREDIT UNION VIRGINIA FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | RICHMOND VA | 1,088 | $108.9M | $21.4M |
| 2 | NATIONAL GEOGRAPHIC SOCIETY THE NATIONAL GEOGRAPHIC SOCIETY 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 598 | $162.3M | $20.5M |
| 3 | EJ USA, INC. |
EAST JORDAN MI |
| 1,410 |
| $240.5M |
| $16.4M |
| 4 | CHILDREN'S HEALTH SYSTEM, INC. CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN | NORFOLK VA | 4,204 | $321.8M | $10.9M |
| 5 | HARRINGTON INDUSTRIAL PLASTICS, LLC HARRINGTON INDUSTRIAL PLASTICS 401(K) PLAN | CHINO CA | 988 | $78.5M | $10.6M |
| 6 | SDG MGMT COMPANY, LLC SDG MGMT COMPANY, LLC 401(K) PLAN | NEW YORK NY | 1,971 | $76.6M | $8.9M |
| 7 | MCCOY GROUP, INC. MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 4,021 | $266.7M | $8.7M |
| 8 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $7.9M |
| 9 | CONFERENCE TECHNOLOGIES, INC. CONFERENCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | MARYLAND HEIGHTS MO | 881 | $40.6M | $7.4M |
| 10 | CHILDREN'S HEALTH SYSTEM, INC. CHILDREN'S HEALTH SYSTEM, INC. DEFINED CONTRIBUTION PLAN | NORFOLK VA | 575 | $78.8M | $6.3M |
