Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 73 U.S. retirement plans report holding Prin Real Estate Secs SA-Z in their Schedule of Assets, totaling $133.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEWMARK GROUP, INC. NEWMARK 401(K) PLAN | NEW YORK NY | 3,520 | $284.8M | $18.5M |
| 2 | INDEPENDENT BANK CORPORATION INDEPENDENT BANK CORPORATION 401(K) PLAN | IONIA MI | 822 | $97.5M | $14.0M |
| 3 | WYNN RESORTS, LIMITED WYNN RESORTS, LIMITED 401(K) PLAN |
LAS VEGAS NV |
| 9,925 |
| $509.4M |
| $13.5M |
| 4 | EICHLEAY, INC. EICHLEAY, INC. PENSION AND PROFIT SHARING PLAN | LARKSPUR CA | 186 | $85.4M | $11.3M |
| 5 | ENVERUS, INC. ENVERUS, INC. | AUSTIN TX | 883 | $112.8M | $10.7M |
| 6 | HOAR HOLDINGS, LLC HOAR HOLDINGS, LLC 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 870 | $128.1M | $7.4M |
| 7 | PROSPECT MEDICAL HOLDINGS, INC. PROSPECT MEDICAL RETIREMENT SAVINGS PLAN B | CULVER CITY CA | 6,451 | $296.6M | $7.2M |
| 8 | MI-T-M CORPORATION MI-T-M CORPORATION 401(K) PLAN | PEOSTA IA | 324 | $31.7M | $6.0M |
| 9 | PROCENTRIX, LLC PROCENTRIX RETIREMENT TRUST | HERNDON VA | 373 | $40.7M | $4.8M |
| 10 | TANDIGM HEALTH, LLC TANDIGM HEALTH, LLC 401(K) PLAN | WEST CONSHOHOCKEN PA | 249 | $39.3M | $3.5M |
