Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 208 U.S. retirement plans report holding Principal Life Insurance Company in their Schedule of Assets, totaling $2.7B 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 FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $517.3M |
| 2 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL RETIREMENT ASSISTANCE PLAN | YONKERS NY | 233 | $148.0M | $146.3M |
| 3 | KEHE DISTRIBUTORS, INC. KEHE DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN |
NAPERVILLE IL |
| 7,832 |
| $326.1M |
| $88.6M |
| 4 | STO BUILDING GROUP INC. STRUCTURE-TONE, INC. PENSION PLAN | NEW YORK NY | 197 | $86.0M | $86.0M |
| 5 | BARRY-WEHMILLER COMPANIES BARRY-WEHMILLER COMPANIES 401K RETIREMENT SAVINGS PLAN | SAINT LOUIS MO | — | $90.1M | $75.5M |
| 6 | SNF HOLDING COMPANY SNF HOLDING COMPANY DEFINED BENEFIT RETIREMENT PLAN | RICEBORO GA | 161 | $72.0M | $69.6M |
| 7 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES | MADISON WI | 206 | $68.5M | $68.3M |
| 8 | FIRST COUNTY BANK RETIREMENT PLAN OF FIRST COUNTY BANK | STAMFORD CT | 126 | $76.0M | $67.4M |
| 9 | UNITED RENTALS (NORTH AMERICA), INC. UNITED RENTALS 401(K) INVESTMENT PLAN | STAMFORD CT | 23,378 | $2.3B | $62.5M |
| 10 | DIGITAL INTELLIGENCE SYSTEMS, LLC DISYS 401(K) PLAN | MCLEAN VA | 5,809 | $135.8M | $61.6M |
