Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Short Term Inc Instl Registered investment company in their Schedule of Assets, totaling $211K 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 | AERIES ENTERPRISES, LLC AERIES ENTERPRISES, LLC EMPLOYEES 401(K) SAVINGS PLAN | BELLEVUE WA | 315 | $17.0M | $211K |
