Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Inc Principal Equity Income Inst Fund in their Schedule of Assets, totaling $768K 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 | ST. JOHN'S COMMUNITY SERVICES ST. JOHN'S COMMUNITY SERVICES TAX SHELTERED ANNUITY PLAN | WASHINGTON DC | 1,017 | $8.0M | $409K |
| 2 | ORACLE ELEVATOR HOLDCO, INC. ORACLE ELEVATOR COMPANY RETIREMENT SAVINGS PLAN | TAMPA FL | 633 | $27.4M | $206K |
| 3 | JOE RIZZA DEALER GROUP |
ORLAND PARK IL |
| 287 |
| $15.7M |
| $153K |
