Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Global Investors Equity income separate account+ in their Schedule of Assets, totaling $11.0M 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 | HORIZON HOBBY, LLC HORIZON HOBBY RETIREMENT PLAN | CHAMPAIGN IL | 380 | $56.5M | $4.0M |
| 2 | CHILD MIND INSTITUTE, INC. CHILD MIND INSTITUTE, INC. 401(K) PLAN & TRUST | NEW YORK NY | 383 | $24.2M | $2.1M |
| 3 | VAAGEN BROS LUMBER INC VAAGEN BROS LUMBER INC 401(K) SAVINGS PLAN AND TRUST |
COLVILLE WA |
| 224 |
| $22.9M |
| $2.0M |
| 4 | ROYCE GEOSPATIAL CONSULTANTS INC. ROYCE GEOSPATIAL CONSULTANTS 401K | ARLINGTON VA | 173 | $12.9M | $1.2M |
| 5 | CONTRACT LAND STAFF, LLC CONTRACT LAND STAFF, LLC 401(K) PLAN | SUGAR LAND TX | 1,059 | $47.0M | $708K |
| 6 | DANA INNOVATIONS, INC. DANA INNOVATIONS, INC. 401(K) PLAN | SAN CLEMENTE CA | 258 | $33.9M | $462K |
| 7 | POLICY SERVICES COMPANY LLC POLICY SERVICES COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST | CORAL SPRINGS FL | 330 | $5.8M | $245K |
| 8 | BIESSE AMERICA, INC. BIESSE AMERICA, INC. 401K PROFIT SHARING PLAN | CHARLOTTE NC | 155 | $16.9M | $208K |
| 9 | VANGUARD HEALTHCARE, LLC VANGUARD HEALTHCARE, LLC 401(K) SAVINGS PLAN | BRENTWOOD TN | 838 | $5.4M | $15K |
| 10 | HARRISON ENTERPRISES HARRISON ENTERPRISES 401(K) PLAN | COATESVILLE PA | 295 | $2.3M | $1K |
