Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Principal Fixed Income Option Non 401(a) in their Schedule of Assets, totaling $2.3M 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 | THE ALLENDALE ASSOCIATION ALLENDALE ASSOCIATION RETIREMENT SAVINGS PLAN | LAKE VILLA IL | 322 | $28.5M | $2.3M |
