Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal PHYTX - Principal Investors High Yield Ii in their Schedule of Assets, totaling $835K 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 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $518K |
| 2 | LYONS & COMPANY, INC. LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN | GADSDEN AL | 2,794 | $79.9M | $317K |
