Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal T. Rowe Price Institutional Equity Income Fund Collective Trust Fund in their Schedule of Assets, totaling $4.2M 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 | SOUTHWIRE COMPANY, LLC SOUTHWIRE COMPANY HOURLY PENSION PLAN | CARROLLTON GA | 4,873 | $144.7M | $4.2M |
