Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Trust Company Principal Fixed Income Guaranteed Option in their Schedule of Assets, totaling $57.7M 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 | THE COUNTRY VINTNER, INC. D/B/A WINEBOW WINEBOW 401(K) PLAN | GLEN ALLEN VA | 1,363 | $144.0M | $28.4M |
| 2 | MODERN TECHNOLOGY SOLUTIONS INC MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN | ALEXANDRIA VA | 2,134 | $402.2M | $20.3M |
| 3 | HOSPICE CARE OF SOUTHWEST MICHIGAN |
KALAMAZOO MI |
| 307 |
| $15.3M |
| $5.2M |
| 4 | BUDNICK CONVERTING, INC. BUDNICK CONVERTING, INC. 401(K) PLAN | COLUMBIA IL | 136 | $16.6M | $3.6M |
| 5 | YORK COUNTY CEREBRAL PALSY HOME, INC. DBA MARGARET E. MOUL HOME THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARGARET E. MOUL HOME | YORK PA | 139 | $8.7M | $106K |
| 6 | BANYAN HEALTH SYSTEMS, INC. BANYAN RETIREMENT PLAN | DORAL FL | 362 | $3.2M | $70K |
| 7 | BIXAL SOLUTIONS INC. BIXAL SOLUTIONS INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 245 | $17.2M | $26K |
| 8 | HARRISON ENTERPRISES HARRISON ENTERPRISES 401(K) PLAN | COATESVILLE PA | 295 | $2.3M | $9K |
