Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Life Insurance Company Principal Equity Income R5 Fund in their Schedule of Assets, totaling $555K 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 | SHARE OUR SELVES CORPORATION SHARE OUR SELVES CORPORATION 403(B) PLAN | NEWPORT BEACH CA | 178 | $7.0M | $278K |
| 2 | DYNAMIC AVIATION GROUP, INC. DYNAMIC AVIATION GROUP, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER VA | 486 | $44.8M | $276K |
