Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Equity Income Inst Mutual fund in their Schedule of Assets, totaling $3.2M 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 | OFFICE OF THE SPECIAL DEPUTY RECEIVER OSD MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 87 | $261.4M | $2.3M |
| 2 | BULLHORN, INC. BULLHORN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 847 | $93.6M | $722K |
| 3 | JDRC MANAGED SERVICES, LLC JDRC MANAGED SERVICES, LLC 401(K) PLAN |
CHICAGO IL |
| 2,769 |
| $31.2M |
| $138K |
| 4 | LAS VEGAS REVIEW JOURNAL. INC LAS VEGAS REVIEW JOURNAL 401(K) RETIREMENT PLAN | LAS VEGAS NV | 299 | $26.1M | $55K |
| 5 | BALFOUR PAYROLL, LLC BALFOUR PAYROLL, LLC 401(K) PLAN | LOUISVILLE CO | 656 | $2.6M | $21K |
