Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Equity Income Institutional 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 | CVENT, INC. CVENT, INC. | TYSONS CORNER VA | 2,189 | $240.6M | $3.5M |
| 2 | CHICAGO SUN-TIMES MEDIA, INC. CHICAGO SUN-TIMES MEDIA INC. 401(K) PLAN | CHICAGO IL | 147 | $50.9M | $1.1M |
