Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Principal** Equity Income Fund in their Schedule of Assets, totaling $44.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAPRI HOLDINGS LIMITED (USA) CAPRI HOLDINGS LIMITED (USA) 401(K) PLAN | NEW YORK NY | 4,448 | $213.7M | $20.1M |
| 2 | STANDARDAERO BUSINESS AVIATION SERVICES, INC. STANDARDAERO 401K SAVINGS PLAN | SCOTTSDALE AZ | 4,335 | $364.0M | $12.1M |
| 3 | LONG BUILDING TECHNOLOGIES, INC. |
LITTLETON CO |
| 463 |
| $64.8M |
| $3.6M |
| 4 | BEN BRIDGE JEWELER, INC. BEN BRIDGE RETIREMENT SAVINGS PLAN | SEATTLE WA | 456 | $68.3M | $2.0M |
| 5 | SOVOS COMPLIANCE, LLC SOVOS COMPLIANCE, LLC 401(K) RETIREMENT PLAN | WILMINGTON MA | 818 | $93.6M | $1.7M |
| 6 | KEYSTONE MARKETING HOLDINGS, LLC KEYSTONE MARKETING HOLDINGS, LLC 401(K) PLAN | CHICAGO IL | 731 | $77.2M | $1.4M |
| 7 | PLA-FIT FRANCHISE, LLC PLANET FITNESS 401(K) PLAN | HAMPTON NH | 2,683 | $37.3M | $617K |
| 8 | COTTON HOLDINGS, INC. COTTON HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 1,132 | $22.1M | $566K |
| 9 | GOLFTEC MANAGEMENT, INC. GOLFTEC 401(K) PLAN | ENGLEWOOD CO | 849 | $29.8M | $499K |
| 10 | NUMERATOR NUMERATOR 401(K) PLAN | CHICAGO IL | 690 | $67.9M | $426K |
