Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Prin U.S. Property SA-I3 in their Schedule of Assets, totaling $12.2M 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 | MESSICK FARM EQUIPMENT, INC. MESSICK FARM EQUIPMENT, INC. RETIREMENT SAVINGS PLAN | MOUNT JOY PA | 274 | $22.1M | $4.5M |
| 2 | CITIZENS BANK OF LAS CRUCES CITIZENS BANK OF LAS CRUCES EMPLOYEE STOCK OWNERSHIP & PROFIT SHARING PLAN | LAS CRUCES NM | 100 | $44.8M | $2.3M |
| 3 | CLARK & ENERSEN, INC. |
LINCOLN NE |
| 181 |
| $36.2M |
| $1.9M |
| 4 | PROFESSIONAL OFFICE SERVICES, INC. PROFESSIONAL OFFICE SERVICES, INC. 401(K) PLAN | WATERLOO IA | 237 | $54.3M | $1.6M |
| 5 | MAINSTREAM ENGINEERING CORPORATION MAINSTREAM ENGINEERING CORPORATION 401(K) SAVINGS PLAN | ROCKLEDGE FL | 173 | $16.4M | $1.2M |
| 6 | GRAND RIVER RUBBER & PLASTICS COMPANY GRAND RIVER RUBBER & PLASTICS COMPANY 401(K) RETIREMENT PLAN | ASHTABULA OH | 168 | $32.7M | $724K |