Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Strategic Asset Management Balanced Fund Pooled separate account (y) in their Schedule of Assets, totaling $1.1M 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 | THIEMAN QUALITY METAL FAB INC. THIEMAN QUALITY METAL FAB INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | NEW BREMEN OH | 157 | $26.0M | $1.1M |
