Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal High Yield Fund R6 " in their Schedule of Assets, totaling $2.0M 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 | UFP TECHNOLOGIES, INC. UFP TECHNOLOGIES, INC. 401(K) PLAN | NEWBURYPORT MA | 939 | $56.2M | $1.1M |
| 2 | KITSON & PARTNERS MANAGEMENT SER KITSON & PARTNERS MANAGEMENT SERVICES, INC. 401(K) PLAN | PALM BEACH GARDENS FL | 205 | $22.6M | $488K |
| 3 | FRANKIES FUN PARK LLC FRANKIES' FUN PARK 401(K) PLAN |
CHARLESTON SC |
| 221 |
| $10.8M |
| $132K |
| 4 | LUCCHESE, INC. LUCCHESE INC. EE INVESTMENT PLAN | EL PASO TX | 664 | $6.9M | $88K |
| 5 | PLASTIC EXPRESS PLASTIC EXPRESS 401(K) PLAN | CITY OF INDUSTRY CA | 624 | $13.6M | $79K |
| 6 | ACU-SERVE, LLC ACU-SERVE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | AKRON OH | 284 | $7.1M | $66K |
| 7 | SENTRY CENTERS HOLDINGS LLC CONVENE 401(K) PROFIT SHARING PLAN | NEW YORK NY | 482 | $18.2M | $66K |
| 8 | PRIORITY HR I LLC PRIORITY HR RETIREMENT SAVINGS PLAN | TAMPA FL | 246 | $3.3M | $22K |
| 9 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $18K |
| 10 | AMYLYX PHARMACEUTICALS INC. AMYLYX PHARMACEUTICALS RETIREMENT PLAN | CAMBRIDGE MA | 121 | $18.8M | $2K |
