Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Inc. Equity Income Fund in their Schedule of Assets, totaling $698K 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 | FIRST BANK CHICAGO FIRST BANK CHICAGO RETIREMENT PLAN | HIGHLAND PARK IL | 144 | $50.5M | $548K |
| 2 | SAFER FOUNDATION SAFER FOUNDATION 403(B) SAVINGS PLAN | CHICAGO IL | 268 | $9.3M | $125K |
| 3 | THE CENTER FOR AUTISM THE CENTER FOR AUTISM 403(B) PLAN |
PHILADELPHIA PA |
| 142 |
| $4.6M |
| $25K |
