Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal High Yield Inst in their Schedule of Assets, totaling $6.5M 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 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WICHITA KS | 2,726 | $317.2M | $2.6M |
| 2 | RECONSTRUCTIVE ORTHOPAEDIC ASSOCIATES II, P.C. ROTHMAN INSTITUTE 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 1,495 | $244.7M | $2.5M |
| 3 | THE MICHAELS ORGANIZATION, LLC |
CAMDEN NJ |
| 2,700 |
| $100.2M |
| $799K |
| 4 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $204K |
| 5 | IOWA LIMESTONE COMPANY DBA ILC RESOURCES IOWA LIMESTONE COMPANY PROFIT SHARING PLAN | URBANDALE IA | 168 | $24.8M | $199K |
| 6 | VALENTI TROBEC CHANDLER, INC. VALENTI TROBEC CHANDLER, INC. 401(K) RETIREMENT PLAN | TROY MI | 139 | $29.1M | $112K |
| 7 | APS HEALTHCARE PUERTO RICO, INC. APS HEALTHCARE PUERTO RICO RETIREMENT SAVINGS PLAN | SAN JUAN PR | 406 | $12.5M | $53K |
| 8 | HEARTLAND STEEL HOLDINGS, LLC HEARTLAND STEEL 401(K) PLAN | MARYSVILLE MI | 223 | $5.1M | $29K |
| 9 | MVP GROUP INTERNATIONAL, INC MVP GROUP INTERNATIONAL, INC. PROFIT SHARING PLAN AND TRUST | ELKIN NC | 52 | $7.8M | $20K |
