Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal Equity Income Inst in their Schedule of Assets, totaling $2.0M 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 | GOODWILL INDUSTRIES SUNCOAST, INC. SECTION 403(B) RETIREMENT PLAN FOR GOODWILL INDUSTRIES SUNCOAST, INC. | ST. PETERSBURG FL | 969 | $18.3M | $1.8M |
| 2 | EXCEPTIONAL CHILDRENS FOUNDATION EXCEPTIONAL CHILDRENS FOUNDATION 401K PLAN | CULVER CITY CA | 357 | $6.4M | $241K |
| 3 | THE JFW CORPORATION |
COMMERCE CITY CO |
| 143 |
| $2.8M |
| $6K |
