Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Equity Income Fund in their Schedule of Assets, totaling $1.4M 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 | MOR FURNITURE FOR LESS, INC. MOR FURNITURE FOR LESS, INC. EMPLOYEE EMPLOYEE SAVINGS PLAN | SAN DIEGO CA | 476 | $40.9M | $942K |
| 2 | INNOVETIVE PETCARE HOLDINGS LLC INNOVETIVE PETCARE 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 2,310 | $36.0M | $418K |
| 3 | NVISIA, LLC |
CHICAGO IL |
| 156 |
| $32.2M |
| $23K |
| 4 | ACTION PATHWAYS, INC. THE RETIREMENT PLAN FOR ACTION PATHWAYS, INC. | FAYETTEVILLE NC | 141 | $3.3M | $5K |
