Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal High Yield r6 Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | HEDRICK GARDNER KINCHELOE & GAROFALO, LLP HEDRICK GARDNER RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $45.4M | $1.4M |
| 2 | SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN | BULVERDE TX | 11,989 | $201.2M | $1.2M |
| 3 | AMERICAN INDIAN HEALTH & SERVICES CORPORATION |
SANTA BARBARA CA |
| 105 |
| $8.8M |
| $124K |
| 4 | SPRINGWELL, INC. SPRINGWELL RETIREMENT PLAN | WALTHAM MA | 261 | $14.7M | $29K |
| 5 | ENERGY NORTH, INC. ENERGY NORTH RETIREMENT PLAN | LAWRENCE MA | 933 | $23.7M | $26K |
| 6 | MCCLUSKEY CHEVROLET, INC. MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN | LOVELAND OH | 329 | $16.2M | $22K |
| 7 | QUIGG BROS., INC. QUIGG BROS., INC. PROFIT SHARING SAVINGS PLAN | ABERDEEN WA | 84 | $25.1M | $20K |
| 8 | LEARNING CENTER FOR THE DEAF THE LEARNING CENTER FOR THE DEAF 403(B) PLAN | FRAMINGHAM MA | 369 | $26.1M | $15K |