Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Insurance Company Guaranteed Option Fund in their Schedule of Assets, totaling $22.1M 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 | PLAN PROFESSIONALS, LLC SUCCESSWISE POOLED EMPLOYER PLAN | SHREWSBURY NJ | 69,288 | $1.5B | $12.3M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $8.8M |
| 3 | FRASER FRASER 403(B) RETIREMENT PLAN | OSCEOLA WI |
| 1,696 |
| $31.2M |
| $941K |
