Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Equity Income Fund Institutional Class Mutual funds in their Schedule of Assets, totaling $806K 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 | INVERIS TRAINING SOLUTIONS, INC. INVERIS TRAINING SOLUTIONS, INC. 401(K) PLAN | SUWANEE GA | 219 | $49.7M | $757K |
| 2 | MAGNUS TITLE AGENCY LLC MAGNUS TITLE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE AZ | 135 | $6.2M | $49K |
