Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Global Investors Equity Income Fund in their Schedule of Assets, totaling $567K 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 | GIVENS ESTATES, INC. GIVENS 403(B) MATCHING RETIREMENT PLAN | ASHEVILLE NC | 685 | $21.2M | $424K |
| 2 | OURFAMILYWIZARD, LLC OURFAMILYWIZARD, LLC 401(K) PLAN | MINNEAPOLIS MN | 121 | $8.8M | $144K |
