Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding PRINCIPAL RE SECURITIES I in their Schedule of Assets, totaling $8.0M 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 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $1.4M |
| 2 | A.G. VAN METRE SERVICES, INC A.G. VAN METRE SERVICES, INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 592 | $73.8M | $1.3M |
| 3 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN |
DUBLIN OH |
| 1,492 |
| $202.0M |
| $1.2M |
| 4 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $1.1M |
| 5 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $601K |
| 6 | RIDGEWOOD ENERGY CORP RIDGEWOOD ENERGY CORP 401(K) PROFIT SHARING PLAN AND TRUST | MONTVALE NJ | 86 | $47.5M | $283K |
| 7 | SMTC CORPORATION SMTC 401(K) PLAN | MELBOURNE FL | 531 | $33.7M | $224K |
| 8 | CRAWFORD HOYING, LTD. CRAWFORD HOYING 401(K) PLAN | DUBLIN OH | 174 | $7.1M | $181K |
| 9 | MOTHER PARKERS TEA & COFFEE USA MOTHER PARKERS TEA & COFFEE USA, LTD 401(K) PLAN | FORT WORTH TX | 148 | $18.2M | $174K |
| 10 | ATSG, INC. ATSG, INC. | NEW YORK NY | 449 | $24.6M | $163K |
