Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Equity Income Fund Institutional Class in their Schedule of Assets, totaling $3.3M 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 | BILLS DISTRIBUTING, LTD. BILL'S DISTRIBUTING, LTD. 401(K) PROFIT SHARING PLAN | MENOMONIE WI | 214 | $14.9M | $978K |
| 2 | KHOROS KHOROS 401(K) PLAN | AUSTIN TX | 343 | $63.2M | $966K |
| 3 | CAMERON MITCHELL RESTAURANTS, LLC CAMERON MITCHELL RESTAURANTS, LLC 401(K) PLAN |
COLUMBUS OH |
| 3,902 |
| $27.4M |
| $467K |
| 4 | ODELL BREWING COMPANY ODELL BREWING COMPANY 401(K) PLAN | FORT COLLINS CO | 139 | $20.7M | $439K |
| 5 | ALLVUE SYSTEMS, LLC ALLVUE 401(K) PLAN | CORAL GABLES FL | 336 | $51.9M | $397K |
| 6 | HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC. LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN | FAIRPORT NY | 153 | $6.6M | $70K |
