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 SA-Z in their Schedule of Assets, totaling $8.6M 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 | MARSH FURNITURE COMPANY MARSH FURNITURE COMPANY 401(K) PLAN | HIGH POINT NC | 570 | $21.6M | $1.8M |
| 2 | JUPITER I, L.L.C. JUPITER I, L.L.C. 401(K) PLAN | DENVER CO | 856 | $35.5M | $1.5M |
| 3 | WISE FOODS, INC. WISE FOODS 401(K) PLAN | ATLANTA |
| 828 |
| $42.7M |
| $1.5M |
| 4 | BEKAERTDESLEE USA INC. BEKAERTDESLEE USA, INC. 401(K) RETIREMENT PLAN | WILSON SALEM NC | 223 | $11.2M | $1.3M |
| 5 | ALABAMA COUSHATTA TRIBE OF TEXAS ALABAMA COUSHATTA RETIREMENT PLAN | LIVINGSTON TX | 674 | $18.5M | $1.2M |
| 6 | 3E COMPANY ENVIRONMENTAL, ECOLOGICAL AND ENGINEERING 3E RETIREMENT SAVINGS PLAN | CARLSBAD CA | 307 | $31.0M | $631K |
| 7 | EDUCATORS HEALTH PLANS LIFE, ACCIDENT AND HEALTH, INC. EDUCATORS HEALTH PLANS LIFE 401(K) PLAN | MURRAY UT | 210 | $5.7M | $433K |
| 8 | CROSS TECHNOLOGIES INC. CROSS TECHNOLOGIES, INC. 401(K) PLAN | GREENSBORO NC | 637 | $43.5M | $117K |
| 9 | N.A. MANS & SONS, INC. N.A. MANS & SONS INC. 401(K) PLAN | TRENTON MI | 245 | $28.6M | $11K |
