Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Prin Gl Real Est Sec SA-Z in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CICOA AGING & IN-HOME SOLUTIONS, INC. CICOA AGING & IN-HOME SOLUTIONS, INC. 401(K) PLAN | INDIANAPOLIS IN | 337 | $11.0M | $2.4M |
| 2 | WARD TRANSPORT & LOGISTICS CORP. WARD TRANSPORT & LOGISTICS CORP. 401(K) PROFIT SHARING PLAN | ALTOONA PA | 1,600 | $87.6M | $1.1M |
| 3 | OWN, INC. |
SPRINGFIELD MO |
| 208 |
| $24.0M |
| $505K |
| 4 | SOUTHERN MICHIGAN BANCORP, INC. SOUTHERN MICHIGAN BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLDWATER MI | 242 | $22.5M | $494K |
| 5 | PAGER, INC. PAGER + ONLIFE RETIREMENT PLAN | NEW YORK NY | 262 | $16.1M | $384K |
| 6 | STEARNS FINANCIAL SERVICES, INC. STEARNS FINANCIAL SERVICES, INC. 401(K) PLAN AND TRUST | ST. CLOUD MN | 488 | $37.2M | $260K |
| 7 | FLEXCARE LLC DBA FLEXCARE MEDICAL STAFFING FLEXCARE LLC 401(K) PLAN | ROSEVILLE CA | 1,455 | $17.7M | $228K |
| 8 | ACTION MANUFACTURING COMPANY ACTION MANUFACTURING COMPANY 401(K) PLAN | BRISTOL PA | 322 | $11.2M | $169K |
| 9 | WELD COUNTY GARAGE WELD COUNTY GARAGE 401(K) PLAN | GREELEY CO | 220 | $6.2M | $114K |
| 10 | GCOM SOFTWARE LLC GCOM SOFTWARE LLC 401K PLAN | COLUMBIA MD | 799 | $75.5M | $49K |
