Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Trust Company Bond Market Index R3 Fund in their Schedule of Assets, totaling $317K 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 | CAROLINA HEALTH CENTERS, INC. TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF CAROLINA HEALTH CENTERS, INC. | GREENWOOD SC | 352 | $17.5M | $314K |
| 2 | PENNEY RETIREMENT COMMUNITY PENNEY RETIREMENT COMMUNITY 403(B) PLAN | PENNEY FARMS FL | 208 | $4.6M | $3K |
