Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Equity Income Fund Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $1.1M |
| 2 | HUDSON TRANSIT LINES, INC. HUDSON TRANSIT LINES UNION EMPLOYEES PENSION PLAN | CHESTER NY | 18 | $1.7M | $319K |
| 3 | COMMUNITY HEALTH CENTERS, INC. |
MIDWEST CITY OK |
| 151 |
| $3.8M |
| $51K |
| 4 | POMPERAUG WOODS, INC. POMPERAUG WOODS, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX DEFERRED ANNUITY PLAN | SOUTHBURY CT | 172 | $3.2M | $9K |
