Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Principal Equity Income Institutional Fund in their Schedule of Assets, totaling $4.4M 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 | THE INLAND GROUP, LLC THE INLAND GROUP, LLC SAVINGS PLAN | OAK BROOK IL | 1,208 | $108.5M | $4.4M |
