Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal High Yield Fund Institutional Class " in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEGNER CPAS, LLP WEGNER CPAS, LLP SALARY SAVINGS PLAN | MADISON WI | 174 | $32.2M | $1.1M |
| 2 | PINE RIVER DOMESTIC MANAGEMENT L.P. PINE RIVER DOMESTIC MANAGEMENT 401(K) PROFIT SHARING PLAN | MINNETONKA MN | 32 | $39.9M | $467K |
| 3 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST |
SOUTH BURLINGTON VT |
| 73 |
| $20.8M |
| $244K |
| 4 | ROSS CONTROLS ROSS CONTROLS RETIREMENT PLAN | FERNDALE MI | 99 | $35.3M | $209K |
| 5 | CENTRAL VERMONT HOME HEALTH AND HOSPICE, INC. CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN | BARRE VT | 109 | $6.0M | $95K |
| 6 | BLASTMASTER HOLDINGS USA, LLC BLAST-ONE 401(K) PLAN | COLUMBUS OH | 151 | $5.3M | $46K |
| 7 | OFFICEWORKS, INC. OFFICE WORKS, INC. 401(K) PLAN | BURLINGTON MA | 163 | $17.7M | $24K |
| 8 | GUARDIAN HEALTHCARE LLC GUARDIAN HEALTHCARE LLC 401(K) PROFIT SHARING PLAN & TRUST | JAMAICA PLAIN MA | 221 | $2.1M | $6K |
