Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Principal Income Fund Institutional Class in their Schedule of Assets, totaling $627K 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 | JEFFERIES FINANCIAL GROUP INC. JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 207 | $92.6M | $627K |
