Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Equity Income Inst Fund+ + in their Schedule of Assets, totaling $4.6M 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 | INTERNATIONAL REPUBLICAN INSTITUTE INTERNATIONAL REPUBLICAN INSTITUTE RETIREMENT SAVINGS PLAN | WASHINGTON DC | 388 | $56.4M | $2.3M |
| 2 | UNIVERSITY OF NORTHWESTERN - ST. PAUL UNIVERSITY OF NORTHWESTERN - ST. PAUL 403(B) PLAN | ST. PAUL MN | 844 | $69.5M | $1.0M |
| 3 | BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES |
NEW YORK NY |
| 330 |
| $28.5M |
| $727K |
| 4 | QUALITY TOOL AND STAMPING CO., INC. QUALITY TOOL AND STAMPING CO. , INC. 401(K) PROFIT SHARING PLAN | MUSKEGON HEIGHTS MI | 128 | $11.6M | $541K |
