Principalrecordkeeper

Plans recordkept · plan year 2025 · page 1

Plans naming Principal · 2025

537

537 large plans named Principal on their 2025 Schedule C: 121 itemized it for recordkeeping, and 416 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover — in assets. The client list below shows the itemized plans, where the relationship is explicit.

Plans recordkept by Principal121
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES NY$10.4B · 39,077 accts
KNIFE RIVER CORPORATION ND$964.2M · 7,956 accts
MDU RESOURCES GROUP, INC. ND$867.1M · 2,614 accts
LEGGETT & PLATT, INCORPORATED MO$483.5M · 6,689 accts
ENVIRI CORPORATION PA$281.1M · 2,635 accts
ENVIRI CORPORATION PA$94.0M · 2,569 accts
KOGNITIV, INC MA$18.7M · 151 accts
COBEC CONSULTING, INC. DC$1.5M · 120 accts
WISE CONSULTING ASSOCIATES, INC. MD$0
PETERSEN, INC. UT$0

Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the Principal brand.