Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Short-term Income Inst in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHUMAKER, LOOP AND KENDRICK, LLP SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN | TOLEDO OH | 503 | $287.0M | $1.7M |
| 2 | CASTELLINI COMPANY LLC CASTELLINI EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NEWPORT KY | 1,105 | $53.2M | $848K |
| 3 | HASSETT EXPRESS HOLDINGS, LLC |
OAKBROOK TERRACE IL |
| 79 |
| $17.0M |
| $791K |
| 4 | OMNIA PARTNERS, LLC OMNIA PARTNERS 401(K) PLAN | FRANKLIN TN | 351 | $36.8M | $270K |
| 5 | ACE TELEPHONE ASSOCIATION ACENTEK 401(K) PLAN | HOUSTON MN | 116 | $38.0M | $229K |
| 6 | R.B. PAMPLIN CORPORATION R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST | PORTLAND OR | 760 | $51.4M | $207K |
| 7 | SHELTAIR RESOURCES, LLC SHELTAIR RESOURCES 401(K) PLAN | FORT LAUDERDALE FL | 431 | $14.8M | $136K |
| 8 | ROMAIN BUICK, INC. UNITED COMPANIES 401(K) PLAN | EVANSVILLE IN | 197 | $14.8M | $48K |
| 9 | BHI SENIOR LIVING, INC. BHI SENIOR LIVING, INC. EMPLOYEE RETIREMENT PLAN | INDIANAPOLIS IN | 1,740 | $52.2M | $45K |
| 10 | MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY MI | 367 | $20.2M | $42K |
