Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Life Insurance Company Principal Diversified International Sa-Z in their Schedule of Assets, totaling $1.7M 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 | CPI AEROSTRUCTURES, INC. CPI AEROSTRUCTURES 401(K) PLAN | EDGEWOOD NY | 215 | $22.9M | $900K |
| 2 | NATIONAL CARWASH SOLUTIONS NATIONAL CARWASH SOLUTIONS SAVINGS PLAN | GRIMES IA | 1,463 | $71.6M | $716K |
| 3 | TKO MOTOR SALES INC. TKO MOTOR SALES 401(K) PLAN |
BRUNSWICK GA |
| 119 |
| $5.3M |
| $26K |
| 4 | ACCESS VG LLC ACCESS VG LLC 401(K) PLAN | SALT LAKE CITY UT | 88 | $13.1M | $6K |
| 5 | GREATER SHIELD, LLC DBA GROUND SUPPORT SERVICES GROUND SUPPORT SERVICES PREVAILING WAGE PLAN | BROOKLYN NY | 153 | $2.6M | $2K |