Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Principal High Yield Inst in their Schedule of Assets, totaling $3.3M 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 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN | COLUMBUS OH | 2,183 | $182.8M | $2.6M |
| 2 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 2,180 | $58.7M | $673K |
| 3 | LA SPECIALTY PRODUCE CO. |
SANTA FE SPRINGS CA |
| 708 |
| $28.8M |
| $56K |