Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Global Investors Trust Company Income Fund in their Schedule of Assets, totaling $1.4M 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 | EJ USA, INC. EJ USA, INC. 401(K) SAVINGS PLAN | EAST JORDAN MI | 1,410 | $240.5M | $1.2M |
| 2 | CONCOURSE HOTEL INC HOTEL EMPLOYEES RETIREMENT SAVINGS PLAN | MINNETONKA MN | 541 | $13.5M | $155K |
