Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Global Investors Equity Income - in their Schedule of Assets, totaling $2.1M 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 | DAWN FOODS, INC. DAWN FOODS NONQUALIFIED PROFIT SHARING PLAN | JACKSON MI | 101 | $3.5M | $1.0M |
| 2 | CONVERGENZ, LLC CONVERGENZ 401(K) RETIREMENT PLAN | VIENNA VA | 179 | $8.2M | $649K |
| 3 | GSP MARKETING TECHNOLOGIES, INC. GSP MARKETING TECHNOLOGIES 401(K) PROFIT SHARING |
CLEARWATER FL |
| 262 |
| $9.4M |
| $193K |
| 4 | ELECTRICAL SPECIALISTS, INC. DBA THE SUPERIOR GROUP THE SUPERIOR GROUP 401(K) AND PROFIT SHARING PLAN | COLUMBUS OH | 168 | $14.0M | $181K |
| 5 | MIDWEST STERILIZATION CORP MIDWEST STERILIZATION CORP 401(K) PLAN | JACKSON MO | 229 | $3.4M | $11K |
