Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding PRINCIPAL HI YLD INSTL in their Schedule of Assets, totaling $3.0M 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 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $1.2M |
| 2 | BELMOND USA INC. BELMOND USA INC. 401(K) PLAN | NORTH CHARLESTON SC | 252 | $22.2M | $648K |
| 3 | UNITED GRINDING NORTH AMERICA IN UNITED GRINDING NORTH AMERICA, INC. 401(K) PLAN |
MIAMISBURG OH |
| 138 |
| $32.1M |
| $424K |
| 4 | AERO TEST GROUP AERO TEST GROUP 401(K) PROFIT SHARING PLAN AND TRUST | WIXOM MI | 133 | $24.6M | $271K |
| 5 | KIAWAH RESORT ASSOCIATES, L.P. KIAWAH RESORT ASSOCIATES, L.P. 401(K) PROFIT SHARING PLAN | KIAWAH ISLAND SC | 340 | $17.3M | $173K |
| 6 | HANNAH MOTOR CO., INC. HANNAH MOTOR CO., INC. 401(K) PLAN | VANCOUVER WA | 761 | $44.1M | $106K |
| 7 | RANDALL BROTHERS HOLDINGS, INC. RANDALL BROTHERS HOLDINGS, INC. PROFIT SHARING PLAN & TRUST | ATLANTA GA | 150 | $5.6M | $52K |
| 8 | WINDOWRAMA ENTERPRISES, INC. WINDOWRAMA 401(K) PLAN | EDGEWOOD NY | 178 | $22.2M | $51K |
| 9 | AAMP OF FLORIDA, INC AAMP GLOBAL 401K PLAN | ST. PETERSBURG FL | 143 | $11.3M | $34K |
| 10 | PALMETTO BLUFF INVESTMENTS LLC PALMETTO BLUFF INVESTMENT LLC 401(K) RETIREMENT PLAN | BLUFFTON SC | 364 | $6.1M | $33K |
