Form 5500 Search

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 / entityPlans holding
PRINCIPAL REAL ESTATE SECURITIES IN17
PRINCIPAL LIFETIME HYBRID 2065 FD Z3
PRINCIPAL GLOBAL INVESTORS CIT BLUE3
PGI US REAL EST SEC3
PGI US REAL ESTATE SECURITIES2
PRINCIPAL LARGECAP GROWTH I INTL2
PRINCIPAL REAL ESTATE SCRT INST1
PGI REAL EST SEC1
PRINCIPAL LARGECAP GROWTH I INSTL1
PRINCIPAL REALESTATESECURITIES INST1
PRINCIPAL REAL ESTATE SECURITIES I1

Top plans served

All 108 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect 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