Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Equity Income Inst in their Schedule of Assets, totaling $599K 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 | SWOPE HEALTH SERVICES SWOPE HEALTH SERVICES RETIREMENT PLAN | KANSAS CITY MO | 572 | $31.5M | $314K |
| 2 | TREE TOP, INC. TREE TOP, INC. HOURLY SAVINGS PLAN | SELAH WA | 601 | $52.3M | $93K |
| 3 | BINAH MANAGEMENT SERVICES PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN |
SCHAUMBERG IL |
| 115 |
| $13.5M |
| $62K |
| 4 | DEFIBTECH, LLC DEFIBTECH, LLC 401 (K) PROFIT SHARING PLAN | GUILFORD CT | 139 | $16.1M | $54K |
| 5 | PURSHE KAPLAN STERLING INVESTMENTS, INC. PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | ALBANY NY | 114 | $12.0M | $50K |
| 6 | SUTTON FORD, INC. SUTTON AUTO TEAM RETIREMENT PLAN | MATTESON IL | 331 | $10.6M | $27K |
