Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Pension Builder(SM)Z in their Schedule of Assets, totaling $19.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUSTIN POWDER COMPANY AUSTIN POWDER 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 1,231 | $137.4M | $8.6M |
| 2 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $5.8M |
| 3 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN |
SCHAUMBURG IL |
| 151 |
| $47.9M |
| $3.2M |
| 4 | PROCESS EQUIPMENT, INC. PROCESSBARRON 401(K) PLAN | PELHAM AL | 393 | $20.5M | $1.3M |
| 5 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $444K |
| 6 | WARD TRANSPORT & LOGISTICS CORP. WARD TRANSPORT & LOGISTICS CORP. 401(K) PROFIT SHARING PLAN | ALTOONA PA | 1,600 | $87.6M | $269K |
| 7 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $160K |
| 8 | ATLANTIC CORPORATION OF WILMINGTON, INC. ATLANTIC CORPORATION OF WILMINGTON, INC. 401(K) PROFIT SHARING PLAN | WILMINGTON NC | 1,144 | $177.8M | $53K |
| 9 | INDUSTRY BANCSHARES INC INDUSTRY BANCSHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | INDUSTRY TX | 421 | $31.8M | $52K |
| 10 | PLUMAS BANK PLUMAS BANK 401(K) PROFIT SHARING PLAN | QUINCY CA | 192 | $26.7M | $23K |
