Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Core Fixed Income in their Schedule of Assets, totaling $1.2M 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 | OSTHOFF MANAGEMENT COMPANY THE OSTHOFF RESORT SAVINGS PLAN | ELKHART LAKE WI | 269 | $4.3M | $816K |
| 2 | LVC COMPANIES, INC. LVC COMPANIES, INC. 401(K) RETIREMENT PLAN | GOLDEN VALLEY MN | 133 | $8.7M | $331K |
| 3 | CHARTER BROKERAGE, LLC CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN |
NORWALK CT |
| 168 |
| $31.4M |
| $76K |
| 4 | MIDWEST REFRIGERATED SERVICES, INC. MIDWEST REFRIGERATED 401(K) PLAN | ELKHORN WI | 379 | $15.7M | $7K |
