Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding PRINCIPAL EQUITY INC - INSTL in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMPLETE RX, LTD. COMPLETE RX, LTD. 401(K) PLAN | HOUSTON TX | 138 | $23.9M | $2.5M |
| 2 | OCEAN LAKES SERVICE CORPORATION OCEAN LAKES SERVICE CORPORATION EMPLOYEE 401(K) SAVINGS PLAN | MYRTLE BEACH SC | 170 | $17.4M | $1.4M |
| 3 | ATC DRIVETRAIN, LLC ATC DRIVETRAIN, LLC RETIREMENT PLAN |
OKLAHOMA CITY OK |
| 893 |
| $39.7M |
| $935K |
| 4 | AMERISAFE, INC. AMERISAFE, INC. 401(K) PLAN | DERIDDER LA | 353 | $44.8M | $884K |
| 5 | WILSON SENIOR CARE, INC. WILSON SENIOR CARE 401(K) RETIREMENT PLAN | DARLINGTON SC | 294 | $10.4M | $781K |
| 6 | CUSTOMER ENGINEERING SERVICES CES 401(K) PLAN | COPPELL TX | 322 | $24.6M | $682K |
| 7 | CAPTIVATE, LLC CAPTIVATE, LLC 401(K) PLAN | LOWELL MA | 104 | $15.5M | $270K |
| 8 | FORTUNE INTERNATIONAL, LLC FORTUNE INTERNATIONAL 401(K) PLAN | BENSENVILLE IL | 1,585 | $29.1M | $253K |
| 9 | PERFORMANCE LIGHTING SYSTEMS, IN PERFORMANCE LIGHTING SYSTEMS 401(K) PLAN | IRVINE CA | 129 | $19.8M | $106K |
| 10 | RANDALL BROTHERS HOLDINGS, INC. RANDALL BROTHERS HOLDINGS, INC. PROFIT SHARING PLAN & TRUST | ATLANTA GA | 150 | $5.6M | $29K |
