Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Principal Life Insurance Company** Principal Guaranteed Option in their Schedule of Assets, totaling $247.6M 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 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $138.1M |
| 2 | HAROLD BECK & SONS, INC. HAROLD BECK & SONS, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | NEWTOWN PA | 129 | $66.4M | $22.8M |
| 3 | PRINCIPAL LIFE INSURANCE COMPANY |
DES MOINES IA |
| 161,040 |
| $650.9M |
| $17.3M |
| 4 | NEIGHBORHOOD HEALTHCARE NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN | ESCONDIDO CA | 1,418 | $59.3M | $16.5M |
| 5 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN | BETHESDA MD | 811 | $218.1M | $9.1M |
| 6 | FCI CONSTRUCTORS, INC. FCI CONSTRUCTORS, INC. PROFIT SHARING PLAN | GRAND JUNCTION CO | 432 | $82.2M | $3.3M |
| 7 | HANOVER FOODS CORPORATION HANOVER FOODS CORPORATION 401(K) SAVINGS PLAN | HANOVER PA | 640 | $41.3M | $3.3M |
| 8 | TRIANGLE PACKAGE MACHINERY COMPANY TRIANGLE PACKAGE MACHINERY COMPANY OFFICE 401(K) PLAN | CHICAGO IL | 93 | $20.2M | $3.2M |
| 9 | NEW JERSEY UROLOGY, LLC NEW JERSEY UROLOGY, LLC 401(K) PROFIT SHARING PLAN | BERKELEY HEIGHTS NJ | 132 | $3.1M | $3.1M |
| 10 | HSG, LLC D/B/A HERNDON SOLUTIONS GROUP HSG, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 213 | $14.2M | $2.5M |
