Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| PRIN SMCAP S&P 600 INDEX SA-Z | 5,320 |
| PRIN MIDCAP S&P 400 IDX SA-Z | 4,967 |
| PRIN LGCP S&P 500 INDEX SA-Z | 4,403 |
| PRIN LARGECAP GROWTH I SA-Z | 3,016 |
| PRIN REAL ESTATE SECS SA-Z | 2,678 |
| PRIN DIVERSIFIED INTL SA-Z | 2,544 |
| PRIN EQUITY INCOME SA-Z | 2,299 |
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Board of Trustees of the I.A.M. National Pension Fund IAM National Pension Fund · all filings | WASHINGTON, DC | Recordkeeper | 102,863 | $15.0B | $2.1M | $0 |
| Board of Trustees of the I.A.M. National Pension Fund IAM National Pension Fund · all filings | WASHINGTON, DC | Recordkeeper | 102,493 | $14.3B | $2.4M | $0 |
| Board of Trustees of the I.A.M. National Pension Fund IAM National Pension Fund · all filings | WASHINGTON, DC | Recordkeeper | 92,151 | $13.8B | $609K | $0 |
| Chevron Corporation Chevron Master Pension Trust · all filings | SAN RAMON, CA | Recordkeeper | — | $12.3B | $1.7M | $0 |
| Chevron Corporation Chevron Master Pension Trust · all filings | HOUSTON, TX | Recordkeeper | — | $12.2B | $1.8M | $0 |
| Chevron Corporation Chevron Master Pension Trust · all filings | SAN RAMON, CA | Recordkeeper | — | $11.3B | $2.0M | $0 |
| American Express Company and Its Participating Subsidiaries American Express Retirement Savings Plan · all filings | NEW YORK, NY | Recordkeeper | 25,049 | $9.1B | $2.0M | $0 |
| LOWE'S Companies, Inc. Lowes 401(k) Plan · all filings | MOORESVILLE, NC | Recordkeeper | 263,650 | $8.6B | $1.1M | $0 |
| Lowes Companies Inc. Lowes 401(k) Plan · all filings | MOORESVILLE, NC | Recordkeeper | 266,998 | $8.1B | $1.2M | $0 |
| American Express Company and Its Participating Subsidiaries American Express Retirement Savings Plan · all filings | NEW YORK, NY | Recordkeeper | 25,030 | $7.9B | $2.0M | $0 |
| HDR, Inc. HDR, Inc. Best Plan and ESOP · all filings | OMAHA, NE | Recordkeeper | 12,137 | $7.7B | $231K | $0 |
| Lowes Companies Inc. Lowes 401(k) Plan · all filings | MOORESVILLE, NC | Recordkeeper | 275,854 | $7.4B | $1.3M | $0 |
| American Express Company and Its Participating Subsidiaries American Express Retirement Savings Plan · all filings | NEW YORK, NY | Recordkeeper | 26,493 | $6.5B | $1.9M | $0 |
| HDR, Inc. HDR, Inc. Best Plan and ESOP · all filings | OMAHA, NE | Recordkeeper | 11,364 | $6.3B | $215K | $0 |
| Burns & McDonnell, Inc. Burns & McDonnell, Inc. Employee Stock Ownership Plan · all filings | KANSAS CITY, MO | Recordkeeper | 10,567 | $5.5B | $83K | $0 |
| Berkshire Hathaway Credit Corporation Berkshire Hathaway Consolidated Pension Plan · all filings | OMAHA, NE | Recordkeeper | 7,732 | $5.2B | $13K | $0 |
| HDR, Inc. HDR, Inc. Best Plan and ESOP · all filings | OMAHA, NE | Recordkeeper | 10,554 | $5.0B | $207K | $0 |
| CHS/Community Health Systems, Inc. CHS/Community Health Systems, Inc. Retirement Savings Plan · all filings | FRANKLIN, TN | Recordkeeper | 59,277 | $4.8B | $4.7M | $25K |
| Cardinal Health, Inc. Cardinal Health 401(k) Savings Plan · all filings | DUBLIN, OH | Recordkeeper | 31,015 | $4.8B | $1.4M | $0 |
| Burns & McDonnell, Inc. Burns & McDonnell, Inc. Employee Stock Ownership Plan · all filings | KANSAS CITY, MO | Recordkeeper | 9,892 | $4.7B | $106K | $0 |
| Principal Financial Group, Inc. The Principal Select Savings Plan · all filings | DES MOINES, IA | Recordkeeper | 12,662 | $4.6B | $1.0M | $0 |
| CHS/Community Health Systems, Inc. CHS/Community Health Systems, Inc. Retirement Savings Plan · all filings | FRANKLIN, TN | Recordkeeper | 59,241 | $4.5B | $4.7M | $65 |
| Emerson Electric Company Emerson Electric Co Retirement Master Trust · all filings | SAINT LOUIS, MO | Recordkeeper | — | $4.3B | $11K | $0 |
| Cardinal Health, Inc. Cardinal Health 401(k) Savings Plan · all filings | DUBLIN, OH | Recordkeeper | 31,337 | $4.3B | $1.3M | $0 |
| Berkshire Hathaway Credit Corporation Berkshire Hathaway Consolidated Pension Plan · all filings | OMAHA, NE | Recordkeeper | 9,020 | $4.2B | $10K | $0 |
| PRIN MIDCAP VALUE I SA-Z |
| 2,013 |
| PRIN SMCAP GROWTH I SEP ACCT-Z | 1,928 |
| PRIN CORE PLUS BOND SEP ACCT-Z | 1,923 |
| PRINCIPAL U S PROPERTY SA-Z | 1,738 |
| PRIN SMCAP VALUE II SEP ACCT-Z | 1,596 |
| PRIN LIFETIME 2040 SEP ACCT-Z | 1,452 |
| PRIN LIFETIME 2050 SEP ACCT-Z | 1,446 |
| PRIN LIFETIME 2060 SEP ACCT-Z | 1,439 |
| PRIN CORE FIX SEP ACCT-Z | 1,407 |
| PRIN LIFETIME 2020 SEP ACCT-Z | 1,384 |
| PRIN LIFETIME STRAT SA-Z | 1,250 |
| PRIN BLUE CHIP SA-Z | 1,168 |
| PRIN LIFETIME 2055 SEP ACCT-Z | 1,136 |
| PRIN LIFETIME 2045 SEP ACCT-Z | 1,136 |
| PRIN LIQUID ASSETS SEP ACCT-Z | 1,116 |
| PRIN LIFETIME 2025 SEP ACCT-Z | 1,108 |
| PRIN INTL EQUITY INDEX SA-Z | 1,094 |
| PRIN LIFETIME 2065 SEP ACCT-Z | 1,082 |
