Principal Global Investors LLC
103 more advisory clients, 1 more other client, 256 more Schedule C rows and 35 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- Pension Plan for Employees of the Charles Stewart Mott Foundation Investment adviser (plan)through Dec 31, 2025 Form 5500
- Cowles Company Retirement Plan Investment adviser (plan)through Sep 16, 2025 Form 5500
- Pension Plan for Employees of Easter Seals, Inc. Investment adviser (plan)through Aug 31, 2025 Form 5500
+103 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- Advanced Ent Cash Balance Plan Directed trusteethrough Oct 21, 2025
- Iron Workers' Locals No. 15 & 424 Pension Plan Custodianthrough Jun 30, 2024
- Lancaster Press Pressmen and Bindery Workers Pension Plan Trusteethrough Dec 31, 2022
+1 more client
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Electrical Benefit Fund | 2025 | 28 68 | NONE | $206,964 |
| Pension Plan for Employees of the Charles Stewart Mott Foundation | 2025 | 27 50 | INVESTMENT ADVISORY | $27,014 |
| Cowles Company Retirement Plan | 2025 | 27 50 | INVESTMENT ADVISORY | $18,099 |
+256 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Principal Global Investors, LLC appears on Cowles Company Retirement Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of White Plains Hospital Medical CenterRetirement Plan for Employees of White Plains Hospital Medical Center no longer reports Large Cap S&p 500 Index (Principal Global Investors LLC) (last held $23M at 2023-12-31; absent from the 2024-12-31 filing)with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of White Plains Hospital Medical CenterRetirement Plan for Employees of White Plains Hospital Medical Center no longer reports Small Cap S&p 600 Index (Principal Global Investors LLC) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of White Plains Hospital Medical CenterRetirement Plan for Employees of White Plains Hospital Medical Center no longer reports International Equity Index (Principal Global Investors LLC) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Principal Global Investors LLCaskebsa.dol.gov
- Principal Global Investors LLC no longer appears on Structure-Tone, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Principal Global Investors LLCaskebsa.dol.gov
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.