Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Trust Company (d/b/a Principal Trust Company), as permitted by 29 CFR 2520.103-5(c) 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 | OCCUNET, LLC OCCUNET, LLC 401(K) PLAN | AMARILLO TX | 202 | $15.1M | $3K |
| 2 | VARIDESK, LLC VARIDESK, LLC 401(K) PLAN | COPPELL TX | 186 | $13.3M | $3K |
