Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PRINCIPAL EQUITY INCOME I Mutual Fund N/A in their Schedule of Assets, totaling $29.1M 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 | POWER ENGINEERS, INC. POWER PROFIT SHARING 401(K) PLAN | MERIDIAN ID | 3,733 | $591.6M | $29.1M |
