PRINCIPAL FUND
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
108
Active participants
72,038
Total plan assets
$2.2B
Filings (rows)
108
Direct comp
$25K
Indirect comp
$0
Aggregating 2 name variants under "PRINCIPAL FUND"
SERVICES PROVIDED
Other108
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| PRINCIPAL REAL ESTATE SECURITIES IN | 17 |
| PRINCIPAL LIFETIME HYBRID 2065 FD Z | 3 |
| PRINCIPAL GLOBAL INVESTORS CIT BLUE | 3 |
| PGI US REAL EST SEC | 3 |
| PGI US REAL ESTATE SECURITIES | 2 |
| PRINCIPAL LARGECAP GROWTH I INTL | 2 |
| PRINCIPAL REAL ESTATE SCRT INST | 1 |
| PGI REAL EST SEC | 1 |
| PRINCIPAL LARGECAP GROWTH I INSTL | 1 |
| PRINCIPAL REALESTATESECURITIES INST | 1 |
| PRINCIPAL REAL ESTATE SECURITIES I | 1 |
Top plans served
All 108 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY THE PRINCIPAL WELFARE BENEFIT PLAN | DES MOINES, IA | Other AFFILIATE TO PLAN SPONSOR | 12,819 | $409.9M | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY THE PRINCIPAL WELFARE BENEFIT PLAN | DES MOINES, IA | Other AFFILIATE TO PLAN SPONSOR | 12,711 | $287.3M | $0 |
| BEYOND NEW HORIZONS AEDC CONTRACTORS EMPLOYEE PENSION PLAN | ARNOLD AFB, TN | Other NONE | 393 | $175.1M | $10K |
| OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE, MD | Other NONE | 280 | $67.1M | $0 |
| OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE, MD | Other NONE | 247 | $54.8M | $0 |
| UPGRADE INC. UPGRADE INC. 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 1,537 | $54.5M | $0 |
| OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE, MD | Other NONE | 235 | $42.2M | $0 |
| ADVANCED SOLUTIONS INTERNATIONAL, INC. ADVANCED SOLUTIONS INTERNATIONAL, INC. 401(K) RETIREMENT PLAN | AUSTIN, TX | Other NONE | 184 | $39.7M | $0 |
| ADVANCED SOLUTIONS INTERNATIONAL INC. ADVANCED SOLUTIONS INTERNATIONAL INC. 401(K) RETIREMENT PLAN | AUSTIN, TX | Other NONE | 181 | $34.8M | $0 |
| ENVISION AESC US, LLC ENVISION AESC US, LLC 401(K) PLAN | SMYRNA, TN | Other NONE | 799 | $29.9M | $0 |
| ADVANCED SOLUTIONS INTERNATIONAL INC. ADVANCED SOLUTIONS INTERNATIONAL INC. 401(K) RETIREMENT PLAN | AUSTIN, TX | Other NONE | 168 | $29.7M | $0 |
| ASCENT INDUSTRIES CO. ASCENT INDUSTRIES CO. 401(K) PLAN | SCHAUMBURG, IL | Other NONE | 444 | $29.7M | $0 |
| DANCHEM TECHNOLOGIES, INC. ASCENT INDUSTRIES CO. 401(K) PLAN | OAK BROOK, IL | Other NONE | 490 | $29.2M | $0 |
| WINKLEVOSS CONSULTANTS, INC. WINKLEVOSS CONSULTANTS, INC. SAVINGS & RETIREMENT PLAN | GREENWICH, CT | Other NONE | 143 | $26.9M | $0 |
| PRINCIPAL FINANCIAL GROUP, INC. THE PRINCIPAL WELFARE BENEFIT PLAN FOR MEDICARE ELIGIBLE RETIREES | DES MOINES, IA | Other AFFILIATE TO PLAN SPONSOR | — | $26.7M | $0 |
| LAS VEGAS REVIEW JOURNAL. INC LAS VEGAS REVIEW JOURNAL 401(K) RETIREMENT PLAN | LAS VEGAS, NV | Other NONE | 299 | $26.1M | $0 |
| PRINCIPAL FINANCIAL GROUP, INC. THE PRINCIPAL WELFARE BENEFIT PLAN FOR MEDICARE ELIGIBLE RETIREES | DES MOINES, IA | Other AFFLIATE TO PLAN SPONSOR | — | $25.8M | $0 |
| ASSOC OF THE UNITED STATES ARMY INC ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN | ARLINGTON, VA | Other NONE | 87 | $25.4M | $0 |
| TYTO ATHENE LLC TYTO ATHENE LLC 401(K) PLAN | HERNDON, VA | Other NONE | 702 | $24.9M | $0 |
| BRIDGEVIEW EYE PARTNERS BRIDGEVIEW EYE PARTNERS RETIREMENT SAVINGS PLAN | WABASH, IN | Other NONE | 952 | $24.3M | $0 |
| PRINCIPAL FINANCIAL GROUP, INC. THE PRINCIPAL WELFARE BENEFIT PLAN FOR MEDICARE ELIGIBLE RETIREES | DES MOINES, IA | Other AFFILIATE TO PLAN SPONSOR | 778 | $24.1M | $0 |
| DISTEK INTEGRATION, INC. DISTEK INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS, IA | Other NONE | 143 | $23.7M | $0 |
| WINKLEVOSS CONSULTANTS, INC. WINKLEVOSS CONSULTANTS, INC. SAVINGS & RETIREMENT PLAN | GREENWICH, CT | Other NONE | 87 | $23.2M | $0 |
| LAS VEGAS REVIEW JOURNAL. INC LAS VEGAS REVIEW JOURNAL 401(K) RETIREMENT PLAN | LAS VEGAS, NV | Other NONE | 311 | $23.1M | $0 |
| ECONOMIC MODELING, LLC LIGHTCAST 401(K) PLAN | MOSCOW, ID | Other NONE | 330 | $21.8M | $0 |
| ASSOC OF THE UNITED STATES ARMY INC ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN | ARLINGTON, VA | Other NONE | 82 | $21.7M | $0 |
| WINKLEVOSS CONSULTANTS, INC. WINKLEVOSS CONSULTANTS, INC. SAVINGS & RETIREMENT PLAN | GREENWICH, CT | Other NONE | 109 | $21.3M | $0 |
| BRIDGEVIEW EYE PARTNERS BRIDGEVIEW EYE PARTNERS RETIREMENT SAVINGS PLAN | WABASH, IN | Other NONE | 887 | $20.2M | $0 |
| MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY, MI | Other NONE | 367 | $20.2M | $0 |
| ENVISION AESC US, LLC ENVISION AESC US, LLC 401(K) PLAN | SMYRNA, TN | Other NONE | 508 | $20.1M | $0 |
| DISTEK INTEGRATION, INC. DISTEK INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS, IA | Other NONE | 149 | $20.0M | $0 |
| LAS VEGAS REVIEW JOURNAL. INC LAS VEGAS REVIEW JOURNAL 401(K) RETIREMENT PLAN | LAS VEGAS, NV | Other NONE | 334 | $19.7M | $0 |
| CORPORATE MAILINGS INC CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN | WEST CALDWELL, NJ | Other NONE | 206 | $17.7M | $0 |
| ECONOMIC MODELING, LLC LIGHTCAST 401(K) PLAN | MOSCOW, ID | Other NONE | 399 | $17.6M | $0 |
| TYTO ATHENE LLC TYTO ATHENE LLC 401(K) PLAN | HERNDON, VA | Other NONE | 660 | $17.1M | $0 |
| MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY, MI | Other NONE | 323 | $16.1M | — |
| DISTEK INTEGRATION, INC. DISTEK INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS, IA | Other NONE | 124 | $15.4M | $0 |
| UPGRADE INC. UPGRADE INC. 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 1,110 | $15.1M | $0 |
| CORPORATE MAILINGS INC CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN | WEST CALDWELL, NJ | Other NONE | 232 | $15.0M | $0 |
| FIKES WHOLESALE INC. THE FIKES COMPANIES PROFIT SHARING PLAN & TRUST | TEMPLE, TX | Other NONE | 1,301 | $14.4M | $0 |
| ACLARIS THERAPEUTICS, INC. ACLARIS THERAPEUTICS INC 401(K) PLAN | WAYNE, PA | Other NONE | 67 | $14.1M | $0 |
| CORPORATE MAILINGS INC CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN | WEST CALDWELL, NJ | Other NONE | 224 | $14.0M | $0 |
| MIDWEST EYE CONSULTANTS HOLDING COMPANY, P.C. MIDWEST EYE CONSULTANTS RETIREMENT SAVINGS PLAN | WABASH, IN | Other NONE | 662 | $13.9M | $0 |
| NITE IZE, INC. NITE IZE, INC. 401(K) RETIREMENT SAVINGS PLAN | BOULDER, CO | Other NONE | 169 | $13.3M | $0 |
| MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY, MI | Other NONE | 324 | $12.6M | — |
| ACLARIS THERAPEUTICS INC ACLARIS THERAPEUTICS INC 401(K) PLAN | WAYNE, PA | Other NONE | 53 | $12.4M | $0 |
| FIKES WHOLESALE INC. THE FIKES COMPANIES PROFIT SHARING PLAN & TRUST | TEMPLE, TX | Other NONE | 1,120 | $12.3M | $0 |
| M-FILES, INC. M-FILES 401K PLAN | AUSTIN, TX | Other NONE | 110 | $11.8M | $0 |
| NITE IZE, INC. NITE IZE, INC. 401(K) RETIREMENT SAVINGS PLAN | BOULDER, CO | Other NONE | 193 | $11.2M | $0 |
| RANCHO VALENCIA RESORT PARTNERS,LLC RANCHO VALENCIA RESORT & SPA 401(K) PLAN | RANCHO SANTA FE, CA | Other NONE | 325 | $10.1M | $0 |
| CROSSROADS RHODE ISLAND CROSSROADS RHODE ISLAND 401K RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 168 | $10.1M | $0 |
| ENVISION AESC US, LLC ENVISION AESC US, LLC 401(K) PLAN | SMYRNA, TN | Other NONE | 288 | $10.0M | $0 |
| ENVISION AESC US, LLC ENVISION AESC US, LLC 401(K) PLAN | SMYRNA, TN | Other NONE | 260 | $9.9M | $0 |
| ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT PROFESSIONAL CASE MANAGEMENT 401(K) PLAN | DENVER, CO | Other NONE | 5,554 | $9.5M | $0 |
| DANCHEM TECHNOLOGIES, INC. DANCHEM TECHNOLOGIES, INC. 401(K) PLAN | DANVILLE, VA | Other NONE | 316 | $9.5M | $0 |
| ACLARIS THERAPEUTICS INC ACLARIS THERAPEUTICS INC 401(K) PLAN | WAYNE, PA | Other NONE | 112 | $9.3M | $0 |
| BRIGHTWAY INSURANCE, LLC BRIGHTWAY INSURANCE 401(K) PLAN | JACKSONVILLE, FL | Other NONE | 360 | $9.3M | $0 |
| WHEELER TRUCKING, INC. WHEELER TRUCKING, INC. 401(K) PLAN | FLUSHING, MI | Other NONE | 368 | $9.0M | $0 |
| CROSSROADS RHODE ISLAND CROSSROADS RHODE ISLAND 401K RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 152 | $8.3M | $0 |
| RANCHO VALENCIA RESORT PARTNERS,LLC RANCHO VALENCIA RESORT & SPA 401(K) PLAN | RANCHO SANTA FE, CA | Other NONE | 312 | $8.2M | $0 |
| RANCHO VALENCIA RESORT PARTNERS,LLC RANCHO VALENCIA RESORT & SPA 401(K) PLAN | RANCHO SANTA FE, CA | Other NONE | 273 | $7.5M | $0 |
| FRANCESCA'S ACQUISITION, LLC FRANCESCA'S ACQUISITION 401(K) PLAN | HOUSTON, TX | Other NONE | 2,914 | $7.4M | $0 |
| SHARP TRANSIT, LLC SHARP TRANSIT, LLC EMPLOYEES 401(K) RETIREMENT PLAN | SALISBURY, NC | Other NONE | 599 | $7.3M | $0 |
| BRIGHTWAY INSURANCE, LLC BRIGHTWAY INSURANCE 401(K) PLAN | JACKSONVILLE, FL | Other NONE | 340 | $7.3M | $0 |
| CROSSROADS RHODE ISLAND CROSSROADS RHODE ISLAND 401K RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 181 | $7.0M | $0 |
| REBO LIGHTING & ELECTRONICS, LLC REBO LIGHTING & ELECTRONICS, LLC 401(K) PLAN | SPARTA, TN | Other NONE | 125 | $6.4M | $0 |
| SHARP TRANSIT, LLC SHARP TRANSIT, LLC EMPLOYEES 401(K) RETIREMENT PLAN | SALISBURY, NC | Other NONE | 687 | $6.0M | $0 |
| ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT PROFESSIONAL CASE MANAGEMENT 401(K) PLAN | DENVER, CO | Other NONE | 612 | $5.9M | $0 |
| FRANCESCA'S ACQUISITION, LLC FRANCESCA'S ACQUISITION 401(K) PLAN | HOUSTON, TX | Other NONE | 3,009 | $5.4M | $0 |
| BIXBY ELECTRIC, INC. BIXBY ELECTRIC, INC. RETIREMENT SAVINGS PLAN | ALBUQUERQUE, NM | Other NONE | 108 | $5.4M | $0 |
| BLAZE PIZZA LLC BLAZE PIZZA 401(K) PLAN | ATLANTA, GA | Other NONE | 204 | $5.2M | $0 |
| STEWART'S SLEEP CENTER, INC MATTER BROTHERS FURNITURE 401(K) PLAN | TARPON SPRINGS, FL | Other NONE | 218 | $4.8M | $0 |
| THE TOMORROW COMPANIES INC. TOMORROW.IO 401(K) PLAN | BOSTON, MA | Other NONE | 94 | $4.7M | $0 |
| SARCOS CORP SARCOS CORP. 401(K) PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY, UT | Other NONE | 161 | $4.7M | $0 |
| CLICKDIMENSIONS LLC CLICKDIMENSIONS, LLC 401K PLAN | ATLANTA, GA | Other NONE | 85 | $4.7M | $0 |
| INFINITY TECHNOLOGY SERVICES, LLC INFINITY TECHNOLOGY SERVICES, LLC 401(K) PLAN | COLORADO SPRINGS, CO | Other NONE | 127 | $4.5M | $0 |
| BIXBY ELECTRIC, INC. BIXBY ELECTRIC, INC. RETIREMENT SAVINGS PLAN | ALBUQUERQUE, NM | Other NONE | 192 | $4.4M | $0 |
| BLAZE PIZZA, LLC BLAZE PIZZA 401K PLAN | PASADENA, CA | Other NONE | 211 | $4.4M | $0 |
| UNITED CEREBRAL PALSY OF CENTRAL FLORIDA, UCP OF CENTRAL FLORIDA 403(B) PLAN | ORLANDO, FL | Other NONE | 640 | $4.4M | $0 |
| STEWART'S SLEEP CENTER, INC MATTER BROTHERS FURNITURE 401(K) PLAN | TARPON SPRINGS, FL | Other NONE | 253 | $4.2M | $0 |
| GIRL SCOUTS OF WESTERN OHIO GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN | CINCINNATI, OH | Other NONE | 113 | $3.8M | $0 |
| CLICKDIMENSIONS LLC CLICKDIMENSIONS, LLC 401K PLAN | ATLANTA, GA | Other NONE | 23 | $3.6M | $0 |
| GIRL SCOUTS OF WESTERN OHIO GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN | CINCINNATI, OH | Other NONE | 113 | $3.6M | $0 |
| BROWN PAPER GOODS COMPANY BROWN PAPER GOODS COMPANY 401(K) RETIREMENT PLAN | WAUKEGAN, IL | Other NONE | 134 | $3.6M | $0 |
| ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT PROFESSIONAL CASE MANAGEMENT 401(K) PLAN | DENVER, CO | Other NONE | 525 | $3.3M | $0 |
| GIRL SCOUTS OF WESTERN OHIO GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN | CINCINNATI, OH | Other NONE | 125 | $3.3M | $0 |
| PROGRESSIVE QUALITY CARE, INC. PROGRESSIVE QUALITY CARE, INC. 401(K) PLAN | LYNDHURST, OH | Other NONE | 139 | $3.2M | $0 |
| FRANCESCA'S ACQUISITION, LLC FRANCESCA'S ACQUISITION 401(K) PLAN | HOUSTON, TX | Other NONE | 3,009 | $3.0M | $0 |
| PROGRESSIVE QUALITY CARE, INC. PROGRESSIVE QUALITY CARE, INC. 401(K) PLAN | LYNDHURST, OH | Other NONE | 156 | $3.0M | $0 |
| AUTOMOTIVE MARKETING CONSULTANTS, I AMCI 401(K) PLAN | GARDENA, CA | Other NONE | 214 | $2.9M | $0 |
| CORECENTRIC SOLUTIONS, INC. CORECENTRIC SOLUTIONS 401(K) PLAN | CAROL STREAM, IL | Other NONE | 215 | $2.8M | $0 |
| WW HEALTHCARE CONSULTANTS, LLC WW HEALTHCARE CONSULTANTS, LLC 401(K) PLAN | HICKORY, NC | Other NONE | 650 | $2.7M | $0 |
| WW HEALTHCARE CONSULTANTS, LLC WW HEALTHCARE CONSULTANTS, LLC 401(K) PLAN | HICKORY, NC | Other NONE | 835 | $2.7M | $0 |
| PHA AMERICA INC PHA AMERICA, INC. 401(K) PLAN | MONTGOMERY, AL | Other NONE | 136 | $2.7M | $0 |
| PROGRESSIVE QUALITY CARE, INC. PROGRESSIVE QUALITY CARE, INC. 401(K) PLAN | LYNDHURST, OH | Other NONE | 176 | $2.5M | $0 |
| WW HEALTHCARE CONSULTANTS, LLC WW HEALTHCARE CONSULTANTS, LLC 401(K) PLAN | HICKORY, NC | Other NONE | 707 | $2.4M | $0 |
| BARLETTA BOAT COMPANY,LLC BARLETTA BOAT COMPANY 401(K) PLAN | BRISTOL, IN | Other NONE | 394 | $2.3M | $0 |
| PHA AMERICA INC PHA AMERICA, INC. 401(K) PLAN | MONTGOMERY, AL | Other NONE | 126 | $2.2M | $0 |
| CORECENTRIC SOLUTIONS, INC. CORECENTRIC SOLUTIONS 401(K) PLAN | CAROL STREAM, IL | Other NONE | 194 | $2.1M | $0 |
| NATIONWIDE PROPERTY & APPRAISAL SER NATIONWIDE PROPERTY & APPRAISAL 401(K) PROFIT SHARING PLAN AND TRUST | VOORHEES, NJ | Other NONE | 138 | $2.0M | $0 |
| SKYMARK REFUELERS, LLC SKYMARK REFUELERS 401(K) PLAN | KANSAS CITY, KS | Other NONE | 125 | $1.9M | $0 |
| STANCIL PAINTING & SERVICES, INC. STANCIL PAINTING & SERVICES, INC. 401(K) PLAN | CONCORD, NC | Other NONE | 172 | $1.6M | $0 |
| LOUISIANA-PACIFIC CORPORATION LOUISIANA-PACIFIC CORPORATION RETIREMENT ACCOUNT PLAN | NASHVILLE, TN | Other NONE | 80 | $1.4M | $15K |
| QUICK HOLDINGS, LLC QUICKBOX FULFILLMENT 401(K) PLAN | DENVER, CO | Other NONE | 258 | $746K | $0 |
| TYTO ATHENE LLC TYTO ATHENE LLC 401(K) PLAN | HERNDON, VA | Other NONE | 0 | $0 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY THE PRINCIPAL LONG TERM DISABILITY PLAN FOR INDIVIDUAL FIELD | DES MOINES, IA | Other AFFILIATE TO PLAN SPONSOR | 0 | $0 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY THE PRINCIPAL WELFARE BENEFIT PLAN FOR INDIVIDUAL FIELD | DES MOINES, IA | Other AFFILIATE TO PLAN SPONSOR | 0 | $0 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY THE PRINCIPAL LONG TERM DISABILITY PLAN FOR EMPLOYEES | DES MOINES, IA | Other AFFILIATE TO PLAN SPONSOR | 0 | $0 | $0 |
