Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Principal Diversified Real Asset Fund " in their Schedule of Assets, totaling $18.1M 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 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $7.3M |
| 2 | BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUND LEAGUE - ATPAM PENSION FUND | ENGLEWOOD CLIFFS NJ | 269 | $79.7M | $3.1M |
| 3 | BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUND |
ENGLEWOOD CLIFFS NJ |
| 264 |
| $78.0M |
| $2.8M |
| 4 | ROTARY INTERNATIONAL ROTARY INTERNATIONAL 401(K) PLAN | EVANSTON IL | 588 | $170.4M | $1.2M |
| 5 | PARKER POE ADAMS & BERNSTEIN LLP THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 491 | $206.6M | $1.1M |
| 6 | ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES, P. C. 401(K) PROFIT-SHARING PLAN | GRAND RAPIDS MI | 367 | $192.1M | $505K |
| 7 | VERACODE, INC. VERACODE, INC. 401K PLAN | BURLINGTON MA | 586 | $51.4M | $487K |
| 8 | LUTRON ELECTRONICS CO., INC. LUTRON RETIREMENT PLAN | COOPERSBURG PA | 2,233 | $764.6M | $357K |
| 9 | MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. THE FROZEN DEFINED BENEFIT PLAN | HERNDON VA | 22 | $10.9M | $294K |
| 10 | MARKET AMERICA, INC. MARKET AMERICA, INC. 401(K) PROFIT SHARING PLAN | GREENSBORO NC | 488 | $52.8M | $266K |
