Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Life Insurance Company Prin Inflation Protect SA-Z in their Schedule of Assets, totaling $1.6M 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 | BVPV STYRENICS LLC BVPV STYRENICS LLC RETIREMENT PLAN FOR BEAVER VALLEY HOURLY EMPLOYEES | MONACA PA | 95 | $17.2M | $842K |
| 2 | JACOBSEN CONSTRUCTION COMPANY, INC. JACOBSEN CONSTRUCTION COMPANY, INC. 401(K) PLAN | SALT LAKE CITY UT | 723 | $55.9M | $733K |
| 3 | STRATEGIC TECHNOLOGY INSTITUTE, INC. |
ROCKVILLE MD |
| 771 |
| $12.2M |
| $27K |
| 4 | BCS, LLC BCS, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 226 | $11.9M | $7K |
| 5 | DWOLLA, INC. DWOLLA, INC. 401(K) PLAN | DES MOINES IA | 60 | $7.9M | $6K |
| 6 | LNTELLECTT INC LNTELLECTT INC 401(K) PLAN | ISELIN NJ | 1,330 | $1.3M | $2K |
