Core Fixed Income Fund (f/k/a Income Fund) Institutional Class
Ticker PIOIX · Mutual fund · Share class: Class Instl
Matched by tickerMatch to checkAll Principal fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
5
2 with $250K or more
Dollars held
$1.4M
69,857 of 69,862 plans with fund lines hold none
Median per plan
$77K
Share of their fund dollars
0.3%
Other share classes of this fund
Cost tiers are not known for enough of these classes to compare.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class Instl (this page)PIOIX | Low cost | 5 | $1.4M |
| Core Fixed Income Fund (f/k/a Income Fund) R-6PICNX | Not stated | 1 | $101K |
| Core Fixed Income Fund (f/k/a Income Fund) R-5PIOQX | Not stated | 1 | $38K |
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
2 plans
$1.5M at year-end 2024
Moved in
1 plan
from another class or vehicle
Moved out
3 plans
to another class or vehicle
Plans that dropped it after 2024 (2 plans)
| Plan | Year-end value |
|---|---|
| Cosco Shipping (North America) Inc. 401(k) Profit Sharing Plan$50M-$250M | $1.1M |
| Good Shepherd Retirement Plan$50M-$250M | $393K |
Plans that moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Ascend Learning, Inc. 403(b) Plan$5M-$50M | $274K to $303K |
Plans that moved out of it to another class or vehicle (3 plans)
| Plan | Year-end value |
|---|---|
| P.A. Landers, Inc. Retirement Savings Plan$5M-$50M | $1.9M to $2.0M |
| Windings, Inc. 401(k) Salary Savings & Retirement Plan$5M-$50M Other vehicle move Core Fixed Income Fund (f/k/a Income Fund) Institutional Class to Principal Core Fixed Income Separate Accountmutual fund to separate account | $644K to $760K |
| U.S. Green Building Council 401(k) Plan$50M-$250M | $404K to $587K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Core Fixed Income Fund (f/k/a Income Fund) Institutional Class
The largest 10 plans in each list.
| Public Broadcasting Service Defined Contribution Retirement Plan$289M plan · Public Broadcasting Service, VA · Fidelity (FMR) | $902K |
| Ascend Learning, Inc. 403(b) Plan$15.7M plan · Ascend Learning, Inc., NY · Principal | $303K |
| Community Action Partnership of Ramsey and Washington Counties Tax Sheltered Investment Program 403(b) Plan$18.1M plan · Community Action Partnership of Ramsey and Washington Counties, MN · Principal | $77K |
| Wohlsen Construction Company 401(k) Plan$51.1M plan · Wohlsen Construction Company, PA · Principal | $77K |
| The Horst Group Profit Sharing and Employee Savings Plan$30.3M plan · The Horst Group, Inc., PA · Principal | $7K |
Plans whose filed schedule lists Core Fixed Income Fund (f/k/a Income Fund) Institutional Class.
How the filings spell it
Show 4 names seen in the filings
- Principal Core Fixed Income
- Principal Core Fixed Income Fund
- Principal Core Fixed Income Institutional Fund
- Principal Funds Inc Principal Core Fixed