Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Income Fund in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHNSON, MIRMIRAN & THOMPSON, INC. JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST | HUNT VALLEY MD | 2,359 | $493.3M | $3.2M |
| 2 | LIBERTY ENERGY SERVICES LLC LIBERTY ENERGY SERVICES 401(K) SAVINGS PLAN | DENVER CO | 5,161 | $341.5M | $784K |
| 3 | GEHL FOODS, LLC |
GERMANTOWN WI |
| 949 |
| $45.8M |
| $340K |
