PRINCIPAL ASSET MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
11
Active participants
315,729
Total plan assets
$78.4B
Filings (rows)
11
Direct comp
$1.6M
Indirect comp
$232K
SERVICES PROVIDED
Other11
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| CORE BOND CIT | 3 |
| BLACKROCK S&P 500 INDEX CI N | 2 |
| PRINCIPAL/MULTI-MANAGER LDS CIT II | 1 |
| T ROWE PRICE INST LARGE-CAP GROW | 1 |
| PRINCIPAL/MULTI-MANAGER LDS CIT III | 1 |
| T ROWE PRICE INST EQUITY INCOME | 1 |
Top plans served
All 11 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 83,812 | $16.3B | $148K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 78,270 | $16.1B | $172K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 90,644 | $14.8B | $134K |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 15,906 | $10.6B | $91K |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 14,217 | $10.0B | $120K |
| JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON, MD | Other NONE | 14,943 | $6.6B | $137K |
| JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON, MD | Other NONE | 14,954 | $3.4B | $463K |
| D & H CORPORATE GROUP INC. D & H EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Other NONE | 1,478 | $313.9M | $0 |
| D & H CORPORATE GROUP INC. D & H EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Other NONE | 1,459 | $288.9M | $0 |
| MERCHANT & GOULD P.C. MERCHANT & GOULD P.C. PENSION PLAN | MINNEAPOLIS, MN | Other NONE | 24 | $51.5M | $170K |
| MERCHANT & GOULD P.C. MERCHANT & GOULD P.C. PENSION PLAN | MINNEAPOLIS, MN | Other NONE | 22 | $5.4M | $144K |