Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Short-Term Income Fund Institutional Class in their Schedule of Assets, totaling $334K 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 | WELLNESS PET LLC THE WELLNESS PET COMPANY EMPLOYEE 401(K) PLAN | BURLINGTON MA | 349 | $34.5M | $210K |
| 2 | LUMINA FOUNDATION FOR EDUCATION, INC. LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN | INDIANAPOLIS IN | 99 | $23.9M | $92K |
| 3 | FLORIDA CAPITAL BANK, N.A. |
JACKSONVILLE FL |
| 130 |
| $9.8M |
| $30K |
| 4 | NEW SUNSHINE, LLC. NEW SUNSHINE, LLC 401(K) PLAN | INDIANAPOLIS IN | 158 | $9.7M | $2K |
