Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding Principal in their Schedule of Assets, totaling $449.5M 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 | NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | PLYMOUTH MEETING PA | 1,803 | $1.1B | $125.3M |
| 2 | JBS USA FOOD COMPANY HOLDINGS JBS 401(K) SAVINGS PLAN | GREELEY CO | 39,079 | $679.8M | $49.2M |
| 3 | ST. PETER'S HEALTH |
HELENA MT |
| 206 |
| $60.7M |
| $41.9M |
| 4 | UNITED STARS HOLDINGS, INC. UNITED STARS, INC. PENSION PLAN | BELOIT WI | 109 | $59.7M | $40.2M |
| 5 | TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597 PIPE FITTERS RETIREMENT FUND, LOCAL 597 | CHICAGO IL | 6,601 | $3.0B | $31.2M |
| 6 | HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP HOAGLAND, LONGO, MORAN, DUNST & DOUKAS 401(K) RETIREMENT PLAN | NEW BRUNSWICK NJ | 117 | $45.6M | $22.0M |
| 7 | KSB GIW, INC. KSB GIW, INC. PENSION PLAN | GROVETOWN GA | 40 | $16.7M | $16.7M |
| 8 | ALINABAL, INC. ALINABAL, INC. RETIREMENT PLAN | MILFORD CT | 57 | $17.7M | $16.6M |
| 9 | WILKINS, KAISER & OLSEN, INC. W K & O/HIGH CASCADE 401(K) PLAN | CARSON WA | 365 | $25.8M | $15.8M |
| 10 | KOHLBERG KRAVIS ROBERTS & CO. L.P. KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,627 | $666.2M | $12.5M |
