Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Principal Stable Value Z Fund Collective trust in their Schedule of Assets, totaling $26.0M 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 | RUSSELL STOVER CHOCOLATES, LLC LINDT & SPRUNGLI NORTH AMERICA, INC. AND RUSSELL STOVER CHOCOLATES, LLC 401(K) PLAN | KANSAS CITY MO | 1,606 | $90.3M | $8.6M |
| 2 | SARES-REGIS OPERATING COMPANY, LP SARES REGIS GROUP 401(K) PLAN | NEWPORT BEACH CA | 1,071 | $91.5M | $7.7M |
| 3 | FORCEPOINT LLC |
AUSTIN TX |
| 446 |
| $122.4M |
| $4.9M |
| 4 | EVERFOX HOLDINGS LLC EVERFOX HOLDINGS LLC 401(K) RETIREMENT PLAN | HERNDON VA | 787 | $122.7M | $1.4M |
| 5 | BUCK KNIVES, INC. BUCK KNIVES, INC. PROFIT SHARING AND RETIREMENT PLAN | POST FALLS ID | 373 | $12.8M | $1.1M |
| 6 | MIDWEST ENERGY COOPERATIVE MIDWEST ENERGY INCENTIVE SAVINGS PLAN | CASSOPOLIS MI | 175 | $27.4M | $695K |
| 7 | URBAN OIL & GAS GROUP, LLC URBAN OIL & GAS 401(K) PLAN | PLANO TX | 177 | $19.8M | $524K |
| 8 | MORTGAGE CAPITAL TRADING, INC. MORTGAGE CAPITAL TRADING, INC. 401K PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 102 | $12.8M | $276K |
| 9 | PACIFIC MARITIME GROUP, INC. PACIFIC MARITIME GROUP, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 149 | $6.1M | $223K |
| 10 | SOUTHERN OREGON ORTHOPEDICS, INC. SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN | MEDFORD OR | 268 | $26.8M | $188K |
