Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Principal Principal Fixed Income Guaranteed Option - in their Schedule of Assets, totaling $27.5M 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 | SARTORI COMPANY SARTORI COMPANY RETIREMENT SAVINGS PLAN | PLYMOUTH WI | 661 | $40.7M | $5.5M |
| 2 | FOUR ROSES DISTILLERY LLC FOUR ROSES DISTILLERY LLC SAVINGS PLAN | LAWRENCEBURG KY | 151 | $22.4M | $4.4M |
| 3 | MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. 401(K) PLAN |
HELENA MT |
| 364 |
| $73.2M |
| $3.8M |
| 4 | ARTIS SENIOR LIVING, LLC ARTIS SENIOR LIVING RETIREMENT SAVINGS AND INVESTMENT PLAN | MCLEAN VA | 929 | $30.2M | $2.8M |
| 5 | SOUTH ARKANSAS REGIONAL HOSPITAL, LLC SOUTH ARKANSAS REGIONAL HOSPITAL, LLC 401(K) PLAN | EL DORADO AR | 405 | $11.3M | $2.4M |
| 6 | AMERICOLLECT, INC. AMERICOLLECT 401(K) PLAN | MANITOWOC WI | 246 | $12.0M | $1.5M |
| 7 | PROBITY, INC. PROBITY INC. 401(K) PROFIT SHARING PLAN | HERNDON VA | 143 | $50.5M | $958K |
| 8 | OSTHOFF MANAGEMENT COMPANY THE OSTHOFF RESORT SAVINGS PLAN | ELKHART LAKE WI | 269 | $4.3M | $855K |
| 9 | SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY 401(K) SAVINGS PLAN | BRYAN OH | 523 | $35.7M | $838K |
| 10 | UPTAKE TECHNOLOGIES, INC. UPTAKE TECHNOLOGIES, INC. RETIREMENT TRUST | CHICAGO IL | 53 | $14.5M | $801K |
