Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Prin Equity Income SA-R3 in their Schedule of Assets, totaling $106K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | A & B PACKING EQUIPMENT, INC. A & B PACKING 401(K) PLAN | LAWRENCE MI | 83 | $3.2M | $89K |
| 2 | STAKE CENTER LOCATING. INC. STAKE CENTER LOCATING 401K PLAN | GREENSBORO NC | 828 | $4.5M | $17K |
