Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Short-Term Income Fund Mutual fund in their Schedule of Assets, totaling $3.2M 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 COOPER GROUP, INC. THE RETIREMENT PLAN FOR EMPLOYEES OF THE COOPER GROUP, INC. AND PARTICIPATING AFFILIATES | MOBILE AL | 926 | $101.6M | $2.6M |
| 2 | AEGIS PROJECT CONTROLS CORP. AEGIS PROJECT CONTROLS 401(K) | SILVER SPRING MD | 151 | $11.5M | $465K |
| 3 | MEDICAL IMAGING OF LEHIGH VALLEY, P.C. |
ALLENTOWN PA |
| 118 |
| $72.2M |
| $153K |
| 4 | MOUNTAIN COMMERCE BANK MOUNTAIN COMMERCE BANK RETIREMENT & SAVINGS PLAN | KNOXVILLE TN | 109 | $17.3M | $22K |
| 5 | WILSON LUMBER COMPANY, INC. WILSON LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 379 | $16.7M | $11K |
