Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Self-Dir Broker Acct in their Schedule of Assets, totaling $106.8M 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 | INSURANCE SERVICES OFFICE, INC. ISO 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | JERSEY CITY NJ | 4,533 | $2.3B | $105.1M |
| 2 | BURLINGTON AUTOMOTIVE GROUP BURLINGTON AUTOMOTIVE GROUP PROFIT SHARING PLAN | BURLINGTON NJ | 334 | $14.7M | $1.8M |
