Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Global Investors Equity Income Institutional Fund in their Schedule of Assets, totaling $2.8M 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 | PLS FINANCIAL SERVICES, INC. PLS FINANCIAL SERVICES, INC. 401(K) PLAN | CHICAGO IL | 1,773 | $35.7M | $1.3M |
| 2 | THE CONSERVATION FUND THE CONSERVATION FUND RETIREMENT SAVINGS PLAN | ARLINGTON VA | 196 | $66.0M | $1.2M |
| 3 | INDUSTRIES FOR THE BLIND AND VISUALLY IMPAIRED, INC. |
WEST ALLIS WI |
| 236 |
| $7.8M |
| $153K |
| 4 | LIGHTING RETROFIT INTERNATIONAL,LLC LIGHTING RETROFIT INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN | GAMBRILLS MD | 277 | $11.3M | $111K |
