Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Diversified International Fund Institutional Class in their Schedule of Assets, totaling $2.0M 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 | BECKET & LEE, LLP BECKET & LEE, LLP EMPLOYEE SAVINGS & PROTECTION PLAN | MALVERN PA | 110 | $35.7M | $1.9M |
| 2 | RIVER HOSPITAL, INC. RIVER HOSPITAL, INC. 403(B) PLAN | ALEXANDRIA BAY NY | 264 | $6.4M | $21K |
| 3 | OPTIMUM STAFFING, INC. OPTIMUM STAFFING, INC. EMPLOYEES 401(K) PLAN |
LISLE IL |
| 80 |
| $3.0M |
| $9K |
