Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Prin Equity Income SA-Z in their Schedule of Assets, totaling $142.6M 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 | MAGNA INTERNATIONAL OF AMERICA, INC. THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS | — | 25,203 | $2.5B | $64.1M |
| 2 | NEWMARK GROUP, INC. NEWMARK 401(K) PLAN | NEW YORK NY | 3,520 | $284.8M | $30.1M |
| 3 | FORT HEALTHCARE, INC. FORT HEALTHCARE, INC. SAVINGS PLAN |
FORT ATKINSON WI |
| 823 |
| $129.3M |
| $7.6M |
| 4 | PROCENTRIX, LLC PROCENTRIX RETIREMENT TRUST | HERNDON VA | 373 | $40.7M | $5.7M |
| 5 | MILES SAND & GRAVEL COMPANY MILES SAND & GRAVEL COMPANY RETIREMENT PLAN | PUYALLUP WA | 513 | $58.1M | $4.9M |
| 6 | INDEPENDENT BANK CORPORATION INDEPENDENT BANK CORPORATION 401(K) PLAN | IONIA MI | 822 | $97.5M | $4.8M |
| 7 | VALLOUREC STAR, LP PENSION PLAN FOR SALARIED AND PRODUCTION EMPLOYEES OF VALLOUREC STAR, LP | HOUSTON TX | 150 | $51.7M | $4.0M |
| 8 | ADAC PLASTICS, INC. ADAC PLASTICS, INC. RETIREMENT PLAN | GRAND RAPIDS MI | 773 | $63.7M | $2.9M |
| 9 | JAMESTOWN S'KLALLAM TRIBE JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN | SEQUIM WA | 423 | $34.5M | $2.4M |
| 10 | CLARKE POWER SERVICES, INC. CLARKE POWER SERVICES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CINCINNATI OH | 686 | $94.6M | $2.4M |
