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 Fixed Income Option Non 401(a)** in their Schedule of Assets, totaling $3.5M 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 | SAFER FOUNDATION SAFER FOUNDATION 403(B) SAVINGS PLAN | CHICAGO IL | 268 | $9.3M | $1.8M |
| 2 | VARIETY CARE, INC. VARIETY CARE, INC. 403(B) PLAN | OKLAHOMA CITY OK | 720 | $28.5M | $1.7M |
