DOL Form 5500 · 2024 Plan Year

PRINCIPAL FINANCIAL GROUP, INC.

PRINCIPAL CASH BALANCE PLAN

Defined BenefitIA
$1.5B
Plan Assets
17,467
Participants
2024
Plan Year
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Plan Details

Plan Name
PRINCIPAL CASH BALANCE PLAN
Sponsor
PRINCIPAL FINANCIAL GROUP, INC.
Sponsor EIN
421520346
Plan Number
005
Location
DES MOINES, IA
Plan Type
Defined Benefit
Total Assets (Sch. H, EOY)
$1.5B
Participants
17,467
Filing Received
October 15, 2025
Plan Year
2024

About this Plan

PRINCIPAL CASH BALANCE PLAN is a defined benefit retirement plan sponsored by PRINCIPAL FINANCIAL GROUP, INC., headquartered in DES MOINES, IA, holding approximately $1.5B in plan assets on behalf of 17,467 participants. As a defined benefit plan, its assets are managed by the sponsor's investment office, which typically allocates across public and private markets to meet long-dated liabilities. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).