Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Inc. Equity Income Fund in their Schedule of Assets, totaling $673K 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 | 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 |
