Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Overseas Separate Account+ in their Schedule of Assets, totaling $6.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERUS CORPORATION MERUS 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 154 | $25.7M | $3.1M |
| 2 | HARTUNG BROTHERS, INC. EMPLOYEES RETIREMENT READINESS - 401(K) SAVINGS PLAN | MADISON WI | 146 | $47.7M | $2.0M |
| 3 | DRAKE SOFTWARE DRAKE SOFTWARE LLC 401(K) PLAN |
FRANKLIN NC |
| 957 |
| $60.9M |
| $1.1M |
| 4 | DS ADMIRAL BIDCO, LLC DBA TAXWELL TAXWELL 401(K) PLAN | FRANKLIN NC | 957 | $69.5M | $644K |
| 5 | MCM PRODUCTS USA INC. MCM PRODUCTS USA 401(K) PLAN | SECAUCUS NJ | 146 | $4.3M | $45K |
| 6 | CHF INDUSTRIES INC CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 125 | $25.0M | $31K |
| 7 | E BLOCK, CORP. E BLOCK, CORP. 401(K) PLAN | MOUNT MORRIS TOWNSHIP MI | 260 | $5.2M | $8K |
