Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds, Inc. Principal Equity Income R3 Fund in their Schedule of Assets, totaling $94K 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 | HILL COUNTRY COMMUNITY CLINIC HILL COUNTRY COMMUNITY CLINIC 403B ERISA PLAN | ROUND MOUNTAIN CA | 235 | $3.0M | $60K |
| 2 | ART'S ELECTRIC, INC. ART'S ELECTRIC, INC. 401(K) PLAN | FRANKFORT KY | 172 | $11.1M | $34K |
