Principal US Reit
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 53 retirement plans report an interest in this investment, totaling $54.3M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
53
Reported interest (EOY)
$54.3M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 4 name variants: Principal US Reit, Principal US Reit Fund Tier I, Principal US Reit Fund TR I, Principal US Reit Fund Tier II. Counts combine all variants of the same investment.
Plans holding Principal US Reitranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PACIFIC LIFE INSURANCE COMPANY PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN | NEWPORT BEACH CA | 3,709 | $2.0B | $25.0M |
| 2 | ASML US, LLC ASML US EMPLOYEES' SAVINGS AND RETIREMENT PLAN | CHANDLER AZ | 8,321 | $1.8B | $4.4M |
| 3 | TTM TECHNOLOGIES, INC. TTM TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN | LITTLETON CO | 5,744 | $624.6M | $3.0M |
| 4 | TOYON RESEARCH CORPPORATION EMP STOCK OWNERSHIP PLAN TOYON RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | GOLETA CA | 273 | $225.4M | $2.9M |
| 5 | PENN ENTERTAINMENT, INC. PENN ENTERTAINMENT, INC. 401(K) PLAN | WYOMISSING PA | 19,862 | $694.0M | $2.6M |
| 6 | ECS FEDERAL, LLC ECS FEDERAL, LLC 401(K) PLAN | FAIRFAX VA | 3,774 | $368.6M | $2.3M |
| 7 | SOUTHWIRE COMPANY, LLC SOUTHWIRE COMPANY SALARIED 401(K) PLAN | CARROLLTON GA | 2,347 | $506.0M | $1.8M |
| 8 | DEAN MCGEE EYE INSTITUTE DEAN MCGEE EYE INSTITUTE 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 329 | $56.4M | $1.4M |
| 9 | RADNET, INC. RADNET 401(K) PLAN | LOS ANGELES CA | 9,787 | $436.6M | $1.4M |
| 10 | GUILD MORTGAGE COMPANY LLC GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 5,083 | $456.4M | $1.3M |
See all 53 plans holding Principal US Reit
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