Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Principal Principal Guaranteed Option*** - in their Schedule of Assets, totaling $40.3M 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 | UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN | MEMPHIS TN | 449 | $34.5M | $9.8M |
| 2 | DTSV, INC. DTSV GROUP 401(K) PLAN | NEWPORT NEWS VA | 1,140 | $32.7M | $6.9M |
| 3 | VAAGEN BROS LUMBER INC VAAGEN BROS LUMBER INC 401(K) SAVINGS PLAN AND TRUST |
COLVILLE WA |
| 224 |
| $22.9M |
| $6.2M |
| 4 | NATIONAL PUBLIC RADIO, INC. NATIONAL PUBLIC RADIO, INC. RETIREMENT PLAN | WASHINGTON DC | 1,513 | $425.8M | $4.3M |
| 5 | DM GROUP, INC. DM GROUP, INC. 401(K) PROFIT SHARING PLAN | PRINCE FREDERICK MD | 92 | $11.9M | $4.0M |
| 6 | CERTIS U.S.A., L.L.C. CERTIS BIOLOGICALS 401(K) PLAN | COLUMBIA MD | 165 | $24.5M | $3.3M |
| 7 | MSK GROUP, PC DBA ORTHOSOUTH ORTHOSOUTH 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 526 | $92.8M | $1.9M |
| 8 | AMERICAN ASSOCIATION OF NURSE ANESTHETISTS AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN & TRUST | ROSEMONT IL | 133 | $31.2M | $1.2M |
| 9 | NATIONAL PUBLIC MEDIA LLC NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS PLAN | WASHINGTON DC | 92 | $24.9M | $868K |
| 10 | ACCERTIFY, INC. ACCERTIFY RETIREMENT SAVINGS PLAN | ITASCA IL | 334 | $21.2M | $786K |
