Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Trust Company Fixed Income Guaranteed Option in their Schedule of Assets, totaling $14.7M 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 | TCI HOLDING COMPANY, INC. TCI HOLDING COMPANY, INC. 401(K) PLAN | BERWYN PA | 214 | $18.5M | $4.4M |
| 2 | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN | WASHINGTON DC | 86 | $41.5M | $4.2M |
| 3 | TCI HOLDING COMPANY, INC. |
BERWYN PA |
| 170 |
| $10.1M |
| $2.0M |
| 4 | KESSLER FOUNDATION KESSLER FOUNDATION 401(K) SAVINGS PLAN | EAST HANOVER NJ | 171 | $35.0M | $1.4M |
| 5 | CAROLINA HEALTH CENTERS, INC. TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF CAROLINA HEALTH CENTERS, INC. | GREENWOOD SC | 352 | $17.5M | $749K |
| 6 | APPALACHIAN ORTHOPAEDIC ASSOCIATES, P.C. APPALACHIAN ORTHOPAEDIC ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN | KINGSPORT TN | 134 | $22.7M | $742K |
| 7 | LIGHTING RETROFIT INTERNATIONAL,LLC LIGHTING RETROFIT INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN | GAMBRILLS MD | 277 | $11.3M | $515K |
| 8 | MPC ENTERPRISES, INC. MPC ENTERPRISES, INC. EMPLOYEE 401(K) SAVINGS PLAN | MT PLEASANT IA | 130 | $5.6M | $376K |
| 9 | LIGHTING RETROFIT INTERNATIONAL,LLC LIGHTING RETROFIT INTERNATIONAL,LLC PREVAILING WAGE PLAN | GAMBRILLS MD | 91 | $7.0M | $141K |
| 10 | MEGATEL HOMES, LLC MEGATEL HOMES 401(K) RETIREMENT PLAN | DALLAS TX | 145 | $1.6M | $111K |
