Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Equity Income Instl 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.
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 | SHAPE TECHNOLOGIES GROUP, INC. THE SHAPE TECHNOLOGIES GROUP 401(K) PLAN | KENT WA | 719 | $93.7M | $1.6M |
| 2 | APTEAN, INC. APTEAN 401K PLAN | ALPHARETTA GA | 757 | $123.7M | $888K |
| 3 | OMAHA FIREFIGHTERS' BENEFIT ASSOCIATION OMAHA FIREFIGHTERS' BENEFIT ASSOCIATION |
OMAHA NE |
| 603 |
| $8.9M |
| $803K |
