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 Registered investment company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MUCH SHELIST, P.C. MUCH SHELIST PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 159 | $60.2M | $2.6M |
| 2 | COLUMBIA LUTHERAN CHARITIES DBA COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL 403(B) TAX DEFERRED ANNUITY | ASTORIA OR | 761 | $51.1M | $421K |
| 3 | COLUMBIA LUTHERAN CHARITIES DBA COLUMBIA MEMORIAL HOSPITAL |
ASTORIA OR |
| 659 |
| $28.1M |
| $179K |
| 4 | ARVIG ENTERPRISES, INC. ARVIG EMPLOYEE STOCK OWNERSHIP PLAN | PERHAM MN | 714 | $91.2M | $107K |
