Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Trust Company Principal Equity Income Inst Fund in their Schedule of Assets, totaling $158K 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 | PREFERRED PODIATRY MANAGEMENT LLC ASSEMBLY HEALTH PLAN 401(K) | CHICAGO IL | 679 | $16.7M | $158K |
