Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Short-Term Income Fund Institutional in their Schedule of Assets, totaling $478K 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 | CALUMET GP, LLC RETIREMENT PLAN FOR MONTANA REFINING EMPLOYEES OF CALUMET GP, LLC | INDIANAPOLIS IN | 61 | $3.7M | $478K |
