Principal Financial Group 2011 Annual Report Download - page 21

n U.S. Insurance Solutions serves approxi-
mately 78,000 group employers and more
than 3.4 million group covered members.
n Segment administers approximately 555,000
individual life insurance policies with more
than $146.4 billion of individual life insurance
in force.
n Ranked #3 provider of non-cancelable
individual disability income insurance based
on 2010 LIMRA data of annualized new sale
premium. (February 2011)
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n Recognized as the #4 provider of non-medical
(dental, life and disability) insurance based
on 2010 LIMRA data on fully insured employer
contracts in force. (April 2011)
n Recognized by PLANSPONSOR magazine as
the #2 deferred compensation provider based
฀ on฀number฀of฀plans.฀(December฀2011)
n Principal Life Insurance Company is the 11th
largest life insurer based on 2011
฀ HIGHLINEDATA,฀LLC.
n Our U.S. retirement sales force is 113 strong in
42 local offices, maintaining relationships
with nearly 12,000 independent brokers,
consultants and agents. We have nearly 170
local retirement service representatives and
more than 100 education specialists to provide
support to retirement plan participants.
n FSA serves more than 32,000 retirement plans
and 3.4 million eligible plan participants.
n Received฀the฀DALBAR฀Communication฀Seal฀of฀฀
Excellence in customer communications for the
defined contribution statement. (January 2011)
n Named the #1 recordkeeper of defined
benefit clients by PLANSPONSOR magazine.
(February 2011)
n Recognized as the #1 recordkeeper in the
number of 401(a), profit-sharing, ESOP,
฀ Non-Qualied฀Dened฀Contribution฀plans฀in฀฀
the PLANSPONSOR Recordkeeping Survey.
(June 2011)
n Recognized as the #2 recordkeeper in the
number of SEP and SIMPLE plans in the
PLANSPONSOR Recordkeeping Survey.
(June 2011)
n Principal Funds ranked as the 4th largest
manager of target-date lifecycle funds in the
United States by Financial Research Corporation
Lifecycle Fund Analytic Report. (September 2011)
n Principal Funds is #21 on the list of top
advisor-sold mutual fund companies in the
United States, according to Strategic Insight.
(November 2011)
n Earned฀Best฀in฀Class฀awards฀in฀129฀unique฀฀
categories measured in Chatham Partners
survey of defined benefit, defined contribution
and combo clients with more than $5 million
฀ in฀assets.฀(December฀2011)
n Recognized by PLANSPONSOR magazine as
the #2 deferred compensation provider based
฀ on฀number฀of฀plans.฀(December฀2011)
n Principal Global Investors manages assets
for 14 of the 25 largest U.S. pension plans.
The list is derived from the Pensions &
Investments “P&I 1,000” report on the
largest pension plans compared to our internal
records. (February 2011)
n Principal Global Investors is the 9th largest
manager of real estate assets managed on
behalf of pension funds within the Towers
Watson “Global Alternatives Survey 2011”
฀ Top฀50฀Real฀Estate,฀data฀as฀of฀Dec.฀31,฀2010.฀฀
(June 2011)
n The 17th largest manager of U.S. institutional
tax-exempt assets, out of 711 managers
profiled. Managers ranked by U.S. institutional,
฀ tax-exempt฀assets฀as฀of฀Dec.฀31,฀2010.฀
“Largest Money Managers,” Pensions &
Investments. (May 2011)
n The 9th largest subadvisor out of 25 managers
profiled. Managers ranked by total worldwide
฀ assets฀under฀management฀as฀of฀Dec.฀31,฀2010.
Qualified firms include managers of U.S.
institutional tax-exempt assets. “Largest
Money Managers-Worldwide,” Pensions &
Investments. (June 2011)
n The 33rd largest money manager out of
716 managers profiled. Managers ranked
by total worldwide institutional assets under
฀ management฀as฀of฀Dec.฀31,฀2010.฀Qualied฀฀
firms include managers of U.S. institutional
tax-exempt assets. “Largest Money Managers-
Worldwide,” Pensions & Investments. (June 2011)
n Principal Mexico earned a Global Investment
Performance certificate, verifying ethical
standards for investment performance
presentation to ensure fair representation
and full disclosure of investment performance.
We are also compliant in Chile, India and
Malaysia. (January 2011)
n CIMB-Principal Asset Management Berhad
(Malaysia) named Best Fund House by Asia
Asset Management in its annual Best of the
Best Country Awards. (February 2011)
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n Principal PNB India won the ICRA 5 Star Award
2011 for its Principal Ultra Short-Term Fund.
(February 2011)
n Principal Hong Kong won a Lipper Fund
Award in the Hong Kong Pension Funds
category. (March 2011)
n Principal Chile received five awards among the
best mutual funds in the Chilean industry,
Diario Financiero. (April 2011)
n CIMB-Principal was named winner of Asset
Management Company of the Year, Southeast
Asia, in The Asset Triple A Investment Awards.
(September 2011)
n Brasilprev was ranked #1 out of 208 pension
funds by Standard and Poor’s based on
three-year performance, ValorInveste
magazine. (November 2011)
PRINCIPAL FINANCIAL GROUP | 2011 year in review | 19