Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Prin Equity Income Inst Fund in their Schedule of Assets, totaling $22.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEST MONROE PARTNERS, INC. WEST MONROE PARTNERS, INC. 401(K) PLAN | CHICAGO IL | 1,588 | $726.7M | $9.5M |
| 2 | COSCO SHIPPING (NORTH AMERICA) INC. COSCO SHIPPING (NORTH AMERICA) INC. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 477 | $101.4M | $4.2M |
| 3 | PEPSI-COLA BOTTLING CO. OF HICKORY, NC INC. |
HICKORY NC |
| 325 |
| $84.3M |
| $1.7M |
| 4 | THE ADVOCACY ALLIANCE THE ADVOCACY ALLIANCE RETIREMENT PLAN | SCRANTON PA | 161 | $5.9M | $1.2M |
| 5 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $993K |
| 6 | MIDSOUTH BANCORPORATION MIDSOUTH BANCORPORATION 401(K) PROFIT SHARING PLAN | DOTHAN AL | 108 | $12.0M | $765K |
| 7 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $751K |
| 8 | RAILROAD CONSTRUCTION COMPANY, INC RAILROAD CONSTRUCTION COMPANY, INC. 401K PLAN | PATERSON NJ | 147 | $35.1M | $642K |
| 9 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN | HAYS KS | 1,178 | $96.9M | $485K |
| 10 | PLUMAS BANK PLUMAS BANK 401(K) PROFIT SHARING PLAN | QUINCY CA | 192 | $26.7M | $459K |
