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 Flexible Income Portfolio Mutual fund - in their Schedule of Assets, totaling $5K 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 | E & A WELDING & OILFIELD SERVICE, INC. E & A WELDING & OILFIELD SERVICE, INC. 401(K) PROFIT SHARING PLAN | ODESSA TX | 117 | $2.1M | $5K |
