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 Class Mutual Fund in their Schedule of Assets, totaling $93K 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 | COMMUNITY OPTIONS, INC. COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN | PRINCETON NJ | 6,381 | $31.1M | $77K |
| 2 | GEORGIA LEGAL SERVICES PROGRAM GEORGIA LEGAL SERVICES PROGRAM BARGAINING UNIT EMPLOYEES 403(B) PLAN | ATLANTA GA | 102 | $6.0M | $15K |
