Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Life Insurance Company Lifetime Strategic Income in their Schedule of Assets, totaling $6.2M 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 NO. 347 & IOWA CHAPTER OF NECA, JOINT BOARD OF TRUSTEES IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN | TROY MI | 3,410 | $431.6M | $3.3M |
| 2 | MARKETING ALLIANCE GROUP, INC. MARKETING ALLIANCE GROUP 401K RETIREMENT PLAN | DALTON GA | 1,009 | $18.3M | $1.1M |
| 3 | GETTEL AUTOMOTIVE, INC. |
BRADENTON FL |
| 1,232 |
| $42.1M |
| $525K |
| 4 | UNISEA, INC. UNISEA 401(K) PLAN | REDMOND WA | 391 | $52.8M | $458K |
| 5 | TEXTILE MANAGEMENT ASSOCIATES, INC. TEXTILE MANAGEMENT ASSOCIATES, INC. 401(K) PLAN | DALTON GA | 1,538 | $36.7M | $411K |
| 6 | BOARD OF TRUSTEES OF THE PLUMBERS & STEAMFITTERS LOC 42 RETIREMENT PLN PLUMBERS AND STEAMFITTERS LOCAL NO 42 RETIREMENT PLAN | NORWALK OH | 558 | $26.7M | $145K |
| 7 | STATISTICAL RESEARCH, INC. STATISTICAL RESEARCH, INC. 401(K) PROFIT SHARING PLAN | TUCSON AZ | 126 | $12.3M | $111K |
| 8 | EXCELL MARKETING, L.C. EXCELL MARKETING, L.C. PROFIT SHARING PLAN | DES MOINES IA | 489 | $29.6M | $70K |
| 9 | FELIX STORCH INC. FELIX STORCH INC. 401(K) PROFIT SHARING PLAN AND TRUST | BRONX NY | 248 | $10.3M | $8K |
