Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Prin Div Real Asset Inst Fund in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL PEN CO. LLC NATIONAL PEN & ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | SHELBYVILLE TN | 200 | $41.7M | $3.7M |
| 2 | RHF INVESTMENTS, INC. RHF INVESTMENTS, INC. 401(K) SAVINGS PLAN | HICKORY NC | 1,616 | $50.4M | $286K |
| 3 | TECHNOLOGY CONCEPTS & DESIGN, INC. |
GREENSBORO NC |
| 118 |
| $26.8M |
| $280K |
