Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Div Real Asset R6 in their Schedule of Assets, totaling $1.2M 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 | GOLDEN EMPIRE MORTGAGE, INC. GEM 401(K) PLAN | BAKERSFIELD CA | 413 | $21.2M | $304K |
| 2 | CHRISTIANSON AIR CONDITIONING CHRISTIANSON AIR CONDITIONING AND PLUMBING RETIREMENT PLAN | ROUND ROCK TX | 153 | $24.3M | $201K |
| 3 | ATLAS MACHINE & SUPPLY INC. ATLAS 401(K) PROFIT SHARING AND RETIREMENT PLAN |
LOUISVILLE KY |
| 268 |
| $27.4M |
| $192K |
| 4 | ISMIE MUTUAL INSURANCE COMPANY ISMIE MUTUAL INSURANCE COMPANY 401(K) PLAN | CHICAGO IL | 192 | $110.5M | $181K |
| 5 | ATC DRIVETRAIN, LLC ATC DRIVETRAIN, LLC RETIREMENT PLAN | OKLAHOMA CITY OK | 893 | $39.7M | $144K |
| 6 | N.S. INTERNATIONAL, LTD. N.S. INTERNATIONAL, LTD. 401(K) PLAN | TROY MI | 196 | $41.3M | $87K |
| 7 | SAMSON INVESTMENT HOLDING CO. SAMSON INVESTMENT HOLDING CO. RETIREMENT SAVINGS PLAN & TRUST | HIGH POINT NC | 1,134 | $40.6M | $84K |
| 8 | HUTSON INC. HUTSON INC. 401(K) PROFIT SHARING PLAN | MURRAY KY | 731 | $42.1M | $26K |
| 9 | M & D SUPPLY, INC. M & D SUPPLY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BEAUMONT TX | 212 | $5.1M | $8K |
