Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Equity Income Institutional Fund + in their Schedule of Assets, totaling $3.3M 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 | ALEGEUS TECHNOLOGIES, LLC ALEGEUS TECHNOLOGIES LLC 401(K) PLAN | WALTHAM MA | 687 | $58.0M | $1.2M |
| 2 | U.S. GREEN BUILDING COUNCIL, INC. U.S. GREEN BUILDING COUNCIL 401(K) PLAN | WASHINGTON DC | 266 | $49.2M | $1.1M |
| 3 | CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN |
LAFAYETTE CO |
| 525 |
| $33.8M |
| $714K |
| 4 | FIRST BERNE FINANCIAL CORP FIRST BERNE EMPLOYEE STOCK OWNERSHIP AND 401( K) PLAN | BERNE IN | 111 | $31.6M | $269K |
