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 $56.2M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | 3,436 | $1.8B | $27.2M |
| 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 CORPORATION TOYON RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | GOLETA CA | 261 | $188.7M | $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 |
