Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Equity Income in their Schedule of Assets, totaling $15.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $6.1M |
| 2 | CONTAINER GRAPHICS CORPORATION CONTAINER GRAPHICS CORPORATION RETIREMENT AND SAVINGS PLAN | CARY NC | 314 | $40.6M | $3.1M |
| 3 | ND PAPER INC. ND PAPER RETIREMENT PLAN |
OAK BROOK IL |
| 330 |
| $85.1M |
| $1.9M |
| 4 | RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES OUR DAILY BREAD MINISTRIES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 274 | $29.8M | $1.5M |
| 5 | BRADFORD COMPANY BRADFORD COMPANY RETIREMENT SAVINGS PLAN | HOLLAND MI | 416 | $57.0M | $1.3M |
| 6 | TEAM INDUSTRIES, INC. TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | KAUKAUNA WI | 114 | $35.7M | $1.0M |
| 7 | CENTRAL STATES MANUFACTURING, INC. CENTRAL STATES MANUFACTURING, INC. 401(K) SAVINGS PLAN | TONTITOWN AR | 1,124 | $33.4M | $588K |
| 8 | EMERGING ACQUISITIONS LLC BULK HANDLING SYSTEMS 401(K) PROFIT SHARING PLAN | EUGENE OR | 223 | $15.0M | $216K |
| 9 | BOHEMIAN HOME FOR THE AGED TABOR HILLS 401(K) PLAN | NAPERVILLE IL | 171 | $8.4M | $90K |
| 10 | CHILDSTRIVE CHILDSTRIVE 403(B) PLAN | EVERETT WA | 107 | $6.0M | $4K |
