Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal High Yield Fund Institutional Class Mutual fund in their Schedule of Assets, totaling $3.2M 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 | SARAH BUSH LINCOLN HEALTH CENTER SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN | MATTOON IL | 3,436 | $344.1M | $2.4M |
| 2 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN NJ | 736 | $40.5M | $377K |
| 3 | KOORSEN FIRE & SECURITY, INC. |
INDIANAPOLIS IN |
| 1,419 |
| $52.8M |
| $266K |
| 4 | GEORGE J. IGEL & CO., INC. GEORGE J. IGEL & CO., INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 124 | $36.0M | $78K |