Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Prin Equity Income SA-R6 in their Schedule of Assets, totaling $12.0M 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 | GENERAL GRIND AND MACHINE, INC. GENERAL GRIND AND MACHINE, INC. PROFIT SHARING PLAN AND TRUST | ALEDO IL | 268 | $32.9M | $3.6M |
| 2 | FIRST COUNTY BANK FIRST COUNTY BANK SAVINGS PLAN | STAMFORD CT | 189 | $39.7M | $2.9M |
| 3 | WONTON FOOD INC. WONTON FOOD INC. 401(K) PLAN |
BROOKLYN NY |
| 609 |
| $37.2M |
| $2.0M |
| 4 | DNP IMAGINGCOMM AMERICA CORPORATION DNP GROUP 401(K) RETIREMENT SAVINGS PLAN | CONCORD NC | 535 | $62.4M | $1.6M |
| 5 | WILLIAM A. FRASER, INC. D/B/A FRASER BUSINESS FRASER BUSINESS EQUIPMENT SALARY DEFERRAL PLAN | READING PA | 174 | $14.6M | $832K |
| 6 | HUNTER INDUSTRIES HOLDING COMPANY, LTD HUNTER INDUSTRIES HOLDING COMPANY, LTD. 401(K) SAVINGS PLAN | SAN MARCOS TX | 633 | $22.0M | $442K |
| 7 | RELIANCE SAVINGS BANK RELIANCE SAVINGS BANK PROFIT SHARING AND 401(K) PLAN | ALTOONA PA | 86 | $14.6M | $433K |
| 8 | READING FOR EDUCATION, LLC READING FOR EDUCATION, LLC 401(K) PLAN | MURFREESBORO TN | 109 | $11.4M | $222K |
| 9 | DESIGN HOMES, INC. DESIGN HOMES 401(K) RETIREMENT PLAN | PRAIRIE DU CHIEN WI | 122 | $5.7M | $24K |
| 10 | POPPY BANK POPPY BANK 401(K) RETIREMENT PLAN | SANTA ROSA CA | 203 | $16.6M | $22K |
